Wealth Advisor For Employee Accounts

Elevate your career as a Wealth Advisor, Employee Accounts with CC&L Private Capital. Help clients achieve financial goals while providing exceptional service and expert investment management.
In this pivotal client-facing role, you'll manage an established book of employee clients while cultivating valuable relationships within the Connor, Clark Financial Group. You will work closely with a Sales Development Coach, receiving mentorship focused on business growth and delivering tailored investment planning. Your responsibilities include executing client requests and participating actively in the Employee Investment Program.
Key Responsibilities: - Deliver exemplary investment planning to Employee Investment Program participants - Assess client suitability and asset allocation for investments - Execute day-to-day client requests with accuracy - Conduct client meetings and prepare relevant documentation - Proactively seek new client opportunities from employee referrals
Requirements: - Strong foundation in investments and client service - Excellent communication and interpersonal skills - Undergraduate degree;
CIM or CFA (Level 1) preferred - Experience in financial services;
must be eligible for ARor AAR - Desire for continuous learning and development
Become a trusted advisor in investments and client service with CC&L Private Capital.#J-18808-Ljbffr