Associate Wealth Advisor, Wealth,Advisory, Information And Technology Industry Associate Wealth Advisor, Wealth,Advisory,  …

Cliftonlarsonallen
in North Tustin, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Cliftonlarsonallen
in North Tustin, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Associate Wealth Advisor, Wealth,Advisory, Information And Technology Industry
Associate Wealth Advisor - Wealth Advisory - Irvine, CA (Orange Country, CA) Irvine, CA/en-US/CLA/job/Irvine-CA/Associate-Wealth-Advisor---Wealth-Advisory---Irvine--CA--Orange-Country--CA-_R3978/apply Associate Wealth Advisor - Irvine, CA office

We recognize that not everyone wants to grow their career paths in the same way. Thats why CLA exists to create opportunities. At CLA we create inspired careers. It is at the core of what we do and it affords our wealth advisory professionals a better platform to utilize their skills while in a fulfilling environment.

As a Associate Wealth Advisor, youll have the opportunity to focus on providing impactful advice and solutions to our clients. Contrast this with non-stop business development activities at other firms at CLA, you will be a true provider of bespoke advice and service to your clients!

Position Summary

The primary role of the Associate Wealth Advisor provides support to the Wealth Advisors and Senior Wealth Advisors in delivering Total Wealth Advisory services to clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all aspects of a clients financial needs. The Associate Wealth Advisor should have basic knowledge in financial planning, tax, cash flow planning, retirement planning, investment management, risk management and estate planning techniques. The Associate Wealth Advisor works collaboratively in serving clients as part of a team.

Summary of Work Activities and Accountabilities:

The below functions reflect the general details necessary to describe the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.

  • Create, deliver and monitor financial plans
  • Prepare analysis and assist Wealth Advisor formulate recommendations for investment management, personal and business tax, risk management, cash flow and estate plans
  • Prepare materials and present in client meetings
  • Collaborate with Wealth Advisor to make investment recommendations
  • Assist in monitoring client investment portfolios
  • Assist in implementing insurance and annuity products
  • Oversee operations activity such as transaction processing (i.e. fees, trades and money movement)
  • Responsible for achieving client satisfaction and loyalty through delivering excellent service

Minimum Required Experience, Education and Certifications

  • Bachelors degree in Finance or a related field
  • 0-3+ years of experience in financial services
  • CFP Certification highly preferred
  • Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe Acrobat

CLA exists to create opportunities for our people, our clients, and our communities. We are a proud equal opportunity/affirmative action employer . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity/expression, disability status, protected veteran status, national origin, or any other characteristic protected by law.

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Posted 2 Days AgoFull timeR3978

Start your inspired career
When you join CLA, youll have the opportunity to design your own . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. Its not so much about climbing a ladder or acquiring new titles its the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

to see why people join CLA.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 6,200 people, 120 U.S. locations, and a global affiliation, we promise to know you and help you. Learn more at . Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities

to learn about your hiring rights.

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