Interested in a career in Certified Financial Planning? Want to work for a Career Building Firm with a passion for client service? Explore the possibilities at CliftonLarsonAllen LLP! We are looking to hire an experienced Associate Wealth Advisor for our Plymouth Meeting, PA office.
The Associate Wealth Advisor (AWA) provides support to the Wealth Advisors & Senior Wealth Advisors in delivering comprehensive, holistic, financial services. The AWA works collaboratively in serving clients as part of a team. The AWA should have basic knowledge in financial planning concepts, insurance, and investments
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.
Internal Number: 18-0330
About CliftonLarsonAllen LLP
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
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, disa...bility status, protected veteran status, national origin, or any other characteristic protected by law.