Wealth Advisor - Wealth Advisory - Eau Claire, WI

Company: Clifton Larson Allen
Location: Eau Claire
Posted on: September 19, 2022

Job Description:

CLA exists to create opportunities for our clients, people, and the communities we serve.

CLA Wealth Advisors is hiring a Wealth Advisor in Eau Claire, WI.

Position Summary

The Wealth Advisor (WA) provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services. The WA works collaboratively in serving clients as part of a team. The WA should have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. The WA helps manage financial plans and client relationships.

Summary of Work Activities and Accountabilities:

The below functions reflect the general details necessary to describe the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.

* Financial Planning: 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.
* Client Support: Supply clients with information related to day-to-day transactions, status of implementation plans and interim information between meetings. Communicate with internal and external investment managers, brokers, and partners to obtain or provide investment information. Interact with partner areas to help determine servicing requirements, problem solving strategies and coordinate daily client activity; oversee transaction processing, and handle inquiry resolution. Prepare presentations for client meetings.

Minimum Required Experience, Education and Certifications

* Experience: Minimum of three years of related financial services experience.
* Education: Bachelor's degree in Accounting, Finance, or a related field.
* Certification/ Licenses: Series 65 or equivalent.

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CLA exists to create opportunities for our people, our clients, and our communities. We are a proud equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity/expression, disability status, protected veteran status, national origin, or any other characteristic protected by law.

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