Job Description
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 an associate wealth advisor in our Eau Claire, WI office.
This role provides support to the Wealth Advisors & Senior Wealth Advisors in delivering comprehensive, holistic, financial services.
They work collaboratively in serving clients as part of a team and should have basic knowledge in financial planning concepts, insurance, and investments.
The They help create financial plans for clients and serves client accounts as assigned.
Essential Job Functions:
•Financial Planning: Advise clients regarding the advantages and disadvantages of different financial planning, estate, insurance, tax and investment strategies.
Assist to 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.
•Investments/Insurance: Review and analyze investment data to formulate recommendations used to support the Wealth Advisor in the evaluation, design and oversight of client's total financial plan in pursuant of their long-term goals.
Interpret investment trends and gather information for analysis.
Conduct fundamental research to analyze investment data and formulate recommendations.
•External Client Support: Supply clients with information related to day-to-day transactions, status of implementation plans and interim information between meetings.
•Internal Client Support: Interact with Wealth Advisors to determine servicing requirements, problem solving strategies and coordinate daily client activity; oversee transaction processing, and handle inquiry resolution.
Prepare presentations for client meetings.
Prepare analysis for Wealth Advisors to service clients in the areas of asset allocation & investment management, personal and business tax laws, risk management and cash flow.
Requirements:
Experience:
•1 year experience preferred
Education:
•Bachelor’s degree in accounting, Finance, or a related field required.
Certifications / Licenses:
•Series 65 certification required (New hires will have 180 days to obtain this certification.
If they do not obtain the certification in that timeframe and/or they fail after their third attempt, their employment will be terminated.
)
Technical Competencies:
Proficiency with Microsoft (MS) Office including Word, Excel, PowerPoint, Outlook, and Adobe.
Organizational Interfaces
This role reports directly to a Wealth Advisor or Senior Wealth Advisor and interacts on a regular basis with Principals, Directors, Senior Wealth Advisors, Wealth Advisors, Associate Wealth Advisors, and Client Service Coordinators.
Travel Requirements
This position requires <10% travel.
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
#LI-MU1
Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
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.
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