Wealth Advisor - Wealth Advisory - Eau Claire, WI
Company: Clifton Larson Allen
Location: Eau Claire
Posted on: September 19, 2022
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,
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
* 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
* 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
Minimum Required Experience, Education and Certifications
* Experience: Minimum of three years of related financial services
* Education: Bachelor's degree in Accounting, Finance, or a related
* Certification/ Licenses: Series 65 or equivalent.
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.
Click here to learn about your hiring rights.
Keywords: Clifton Larson Allen, Eau Claire , Wealth Advisor - Wealth Advisory - Eau Claire, WI, Other , Eau Claire, Wisconsin
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