CliftonLarsonAllen
Wealth Advisor - Wealth Advisory - Roseville, CA
CliftonLarsonAllen, Sacramento, California, United States, 95828
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 a Wealth Advisor to work in our Roseville, CA office.The Wealth Advisor (WA) provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services. They work collaboratively in serving clients as part of a team. They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships.Work Activities & AccountabilitiesThe 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.Financial Planning: Advise clients regarding the advantages and disadvantages of different investment strategies. 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.*
Client Support: Supply clients with information related to day-to-day transactions, status of implementation plans and interim information between meetings. Communicate with internal and external investment managers, brokers, and partners to obtain or provide investment information. Interact with partner areas to help determine servicing requirements, problem solving strategies and coordinate daily client activity; oversee transaction processing, and handle inquiry resolution. Prepare presentations for client meetings.
Minimum Required Experience, Education, and CertificationsExperience:
Minimum of THREE (3) 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.Our Perks:Flexible PTO (designed to offer flexible time away for you!)Up to 12 weeks paid parental leavePaid Volunteer Time OffMental health coverageQuarterly Wellness stipendFertility benefitsComplete list of benefits hereCompensation StrategyThe wage range for this position is: $82,000 - $147,000.Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.#LI-MU1Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
Click here to learn about your hiring rights.Wellness at CLATo 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.
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 a Wealth Advisor to work in our Roseville, CA office.The Wealth Advisor (WA) provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services. They work collaboratively in serving clients as part of a team. They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships.Work Activities & AccountabilitiesThe 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.Financial Planning: Advise clients regarding the advantages and disadvantages of different investment strategies. 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.*
Client Support: Supply clients with information related to day-to-day transactions, status of implementation plans and interim information between meetings. Communicate with internal and external investment managers, brokers, and partners to obtain or provide investment information. Interact with partner areas to help determine servicing requirements, problem solving strategies and coordinate daily client activity; oversee transaction processing, and handle inquiry resolution. Prepare presentations for client meetings.
Minimum Required Experience, Education, and CertificationsExperience:
Minimum of THREE (3) 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.Our Perks:Flexible PTO (designed to offer flexible time away for you!)Up to 12 weeks paid parental leavePaid Volunteer Time OffMental health coverageQuarterly Wellness stipendFertility benefitsComplete list of benefits hereCompensation StrategyThe wage range for this position is: $82,000 - $147,000.Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.#LI-MU1Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
Click here to learn about your hiring rights.Wellness at CLATo 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.