CLA (CliftonLarsonAllen)
Senior Wealth Advisor - Wealth Advisory - Orlando, FL
CLA (CliftonLarsonAllen), Orlando, Florida, us, 32885
Join to apply for the
Senior Wealth Advisor - Wealth Advisory - Orlando, FL
role at
CLA (CliftonLarsonAllen) 1 week ago Be among the first 25 applicants Join to apply for the
Senior Wealth Advisor - Wealth Advisory - Orlando, FL
role at
CLA (CliftonLarsonAllen) 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 Senior Wealth Advisor to work in our Orlando, FL 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.
Essential Job Functions
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
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
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.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Accounting Referrals increase your chances of interviewing at CLA (CliftonLarsonAllen) by 2x Sign in to set job alerts for “Wealth Management Advisor” roles.
Associate Wealth Advisor, Schwab Wealth Advisory
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#J-18808-Ljbffr
Senior Wealth Advisor - Wealth Advisory - Orlando, FL
role at
CLA (CliftonLarsonAllen) 1 week ago Be among the first 25 applicants Join to apply for the
Senior Wealth Advisor - Wealth Advisory - Orlando, FL
role at
CLA (CliftonLarsonAllen) 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 Senior Wealth Advisor to work in our Orlando, FL 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.
Essential Job Functions
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
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
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.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Accounting Referrals increase your chances of interviewing at CLA (CliftonLarsonAllen) by 2x Sign in to set job alerts for “Wealth Management Advisor” roles.
Associate Wealth Advisor, Schwab Wealth Advisory
Premier Advisor or Banker - Winter Park, FL
Retirement Planning Associate – Retirement Benefits Group
Orlando, FL $104,673.25-$150,950.00 1 month ago J.P. Morgan Wealth Management - Private Client Advisor - Oviedo and The Villages, FL
Financial Professional -Retirement Benefits Group
Longwood, FL $55,000.00-$70,000.00 3 weeks ago Clermont, FL $40,000.00-$65,000.00 6 days ago Wealth Management Manager – Business Development Longwood, FL
Longwood, FL $55,000.00-$70,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr