Associate Wealth Advisor - Wealth Advisory - Bellevue, WA

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Bellevue, WA
66K-92K Annually
Fintech
The Role

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 an associate wealth advisors to work with in our Bellevue, WA office.

This role provides support to the Wealth Advisors & Senior Wealth Advisors in delivering comprehensive, holistic, financial services. They work collaboratively in serving clients as part of a team and should have basic knowledge in financial planning concepts, insurance, and investments. The They help create financial plans for clients and serves client accounts as assigned.

Essential Job Functions:
 

 Financial Planning: Advise clients regarding the advantages and disadvantages of different financial planning, estate, insurance, tax and investment strategies. Assist to 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.

 Investments/Insurance: Review and analyze investment data to formulate recommendations used to support the Wealth Advisor in the evaluation, design and oversight of client's total financial plan in pursuant of their long-term goals. Interpret investment trends and gather information for analysis. Conduct fundamental research to analyze investment data and formulate recommendations.

 External Client Support: Supply clients with information related to day-to-day transactions, status of implementation plans and interim information between meetings.

 Internal Client Support: Interact with Wealth Advisors to determine servicing requirements, problem solving strategies and coordinate daily client activity; oversee transaction processing, and handle inquiry resolution. Prepare presentations for client meetings. Prepare analysis for Wealth Advisors to service clients in the areas of asset allocation & investment management, personal and business tax laws, risk management and cash flow.

Requirements:

Experience:

-1 year of industry experience preferred.

Education:

Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
• Bachelor’s degree in Accounting, Finance or a related field preferred.

Certifications / Licenses

Series 65 certification required (New hires will have 180 days to obtain this certification. If they do not obtain the certification in that timeframe and/or they fail after their third attempt, their employment will be terminated.)

This job is working in our CLA office.

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

The wage range for this position in Washington is: $66,200 – $92,000.

Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. 

#LI-MU1

Equal Opportunity Employer /AA Employer/Minorities/Women/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.

The Company
Century City, California
6,732 Employees
On-site Workplace
Year Founded: 2012

What We Do

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 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.

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