Wealth Advisor Employee Accounts At Cc&L

Elevate your career as a Wealth Advisor Employee Accounts with CC&L Private Capital in a hybrid role. Help clients meet their financial goals while delivering exceptional service and investment advice.
As a pivotal member of CC&L Private Capital, you will be managing an established portfolio of employee clients, ensuring personalized service and effective investment management. This role includes leveraging employee referrals to expand your client base while benefiting from dedicated mentorship. The supportive environment fosters growth and encourages proactive client relationships.
Key Responsibilities: - Deliver exemplary client service for Employee Investment Program - Assess client suitability and guide asset allocation - Execute day-to-day client requests with precision - Conduct meetings and prepare tailored documentation - Cultivate new business opportunities through referrals
Requirements: - Strong background in financial services - Client service orientation with a focus on growth - Excellent interpersonal and communication skills - Undergraduate degree with CIM or CFA (Level 1) - Industry experience for AR or AAR registration
Become a trusted advisor, guiding clients through wealth management and portfolio planning at CC&L Private Capital.#J-18808-Ljbffr