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.
This job is working in our CLA office.
Summary
This role provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services. They work collaboratively in serving clients as part of a team. They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships.
Essential Job Functions
Business Development: Continually develop new opportunities in the marketplace.
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.
Requirements
Experience
Three years of related financial services experience. Equivalent and related experience in lieu of certification/license acceptable.
Education
Bachelor’s degree in Accounting, Finance or a related field preferred
Certifications / Licenses
Our Perks:
· Flexible PTO (designed to offer flexible time away for you!)
· Up to 12 weeks paid parental leave
· Paid Volunteer Time Off
· Mental health coverage
· Quarterly Wellness stipend
· Fertility benefits
· Complete list of benefits here
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.