Associate Wealth Advisor - Bellevue, Wa

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 Advisor 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 experience preferred
Education:
• Bachelor's degree in accounting, Finance, or a related field required.
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.)
Technical Competencies:
Proficiency with Microsoft (MS) Office including Word, Excel, PowerPoint, Outlook, and Adobe.
Organizational Interfaces
This role reports directly to a Wealth Advisor or Senior Wealth Advisor and interacts on a regular basis with Principals, Directors, Senior Wealth Advisors, Wealth Advisors, Associate Wealth Advisors, and Client Service Coordinators.
Travel Requirements
This position requires <10% travel.
The wage range for this position is: $62,000 - $90,000.
Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
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

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Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
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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.