This role provides support to Senior Wealth Advisors in delivering comprehensive, holistic financial services, working collaboratively in serving clients as part of a team
Job Summary
This role provides support to Senior Wealth Advisors in delivering comprehensive, holistic financial services, working collaboratively in serving clients as part of a team.
Essential functions include business development, advising clients on investment strategies, creating and reviewing financial plans, and providing client support for day-to-day transactions and information.
CLA offers comprehensive benefits including flexible PTO, paid parental leave, paid volunteer time off, mental health coverage, a quarterly wellness stipend, and fertility benefits.
Matching Summary
This role provides support to Senior Wealth Advisors in delivering comprehensive, holistic financial services, working collaboratively in serving clients as part of a team.
Salary
$72,000 – $145,000
Skills & Requirements
Must-have
financial planning knowledge
investment strategy advice
client relationship management
transaction processing oversight
presentation preparation
Nice-to-have
holistic financial services delivery
collaboration with senior advisors
inclusive company culture
stewardship of client assets
Key Requirements
Three years of related financial services experience