What are the responsibilities and job description for the Associate Wealth Advisor - Wealth Advisory - Bellevue, WA position at CliftonLarsonAllen Wealth Advisors LLC?
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 advisors to work with in our Bellevue, WA 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 of industry experience preferred.
Education:
Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
• Bachelor’s degree in Accounting, Finance or a related field preferred.
Certifications / Licenses
This job is working in our CLA office.
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
The wage range for this position in Washington is: $66,200 – $92,000.
Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
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Equal Opportunity Employer /AA Employer/Minorities/Women/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.
Salary : $66,200 - $92,000
