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

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.

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.

Requirements

• Experience: Three years of experience as a financial advisor serving individual clients.
• Education: Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
• Certifications / Licenses: Active series 65 or 66 securities license Required. Please do not apply if you do not have a securities license.

Qualifications

• Bachelor’s degree in accounting, finance, or a related field preferred.

Skills

• Strong knowledge in financial planning and investments, with general insight to tax, insurance, and estate planning.
• Collaborative skills to work effectively as part of a team.

Benefits

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range.

To view a complete list of benefits, click here.

Pay

Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

Schedule

This job is working in our CLA office.