Associate Wealth Advisor providing centralized financial planning support across various U.S. locations at CLA. Delivering high-quality, scalable planning solutions through collaboration with advisory teams.
Responsibilities
Build powerful, end-to-end financial plans that drive real client decisions
Analyze investment and insurance information to support goal-aligned recommendations
Partner with Wealth Advisors to solve complex planning challenges
Drive innovation within the Financial Planning Center by identifying ways to improve efficiency
Requirements
None required
1 year experience preferred
Bachelor's degree in Accounting, Finance, or a related field
FINRA Series 65 or 66 Required (New hires will have 180 days to obtain this certification)
Benefits
Flexible PTO (designed to offer flexible time away for you!)
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