Wealth Advisor - Wealth Advisory - Serving Existing Clients - Atlanta or Orlando

CLA (CliftonLarsonAllen)•Orlando, FL

11d•Onsite

About The Position

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role: CLA is looking to hire four wealth advisors to work with our existing clients. This job can be done in one of the following CLA offices: Atlanta or Orlando This job is working in our CLA office. Wealth advisors will be responsible for delivering comprehensive, holistic, financial services. They have strong knowledge in financial planning and investments, with general insight to tax, insurance, and estate planning. They work collaboratively as part of a team, to help manage client relationships through standard operating procedures.

Requirements

Three years of experience as a financial advisor serving individual clients.
Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
Bachelor’s degree in accounting, finance, or a related field preferred.
Active series 65 or 66 securities license Required. Please do not apply if you do not have a securities license.

Responsibilities

Prepare and present to clients portfolio reviews, economic outlooks, and financial plans.
Advise clients regarding the advantages and disadvantages of different investment strategies.
Create, implement, and continually review, a plan that includes strategies designed to help clients act as the steward of the client assets and achieve client satisfaction and loyalty through excellent service.
Interact with partner areas to help determine servicing requirements, problem solving strategies, and oversee daily, weekly, and monthly client activity; oversee transaction processing, and handle inquiry resolution.
Supply clients with information related to day-to-day transactions, status of implementation plans, and interim information between meetings.