What are the responsibilities and job description for the Senior Wealth Advisor - Wealth Advisory - Green Bay, WI 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 a Senior Wealth Advisor to work in our Green Bay, WI office.
The Senior Wealth Advisor (SWA) serves as a relationship manager providing “Total Wealth Advisory” services to their clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all of clients financial and tax needs. The SWA should have advanced knowledge in tax, investments, financial planning, insurance and estate and retirement planning. The SWA will manage a book of client relationships and will delegate work as appropriate.
Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations.
Client Support: Manage existing & new referral relationships.
Technical Competencies: Maintain a working knowledge/competency of appropriate systems applications utilized by firm. Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.
Requirements:
Experience:
- Minimum of EIGHT (8) years of progressively responsible financial services experience.
Education:
- Bachelor’s degree in Accounting, Finance, or a related field. Certifications/Licenses:
- FINRA Series 65 or 66 Required.
- Existing Transferrable Book of Business Preferred.
- CFP® certification or equivalent required. Relevant experience may be accepted in lieu of certification.
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 /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.
