Employee Accounts Wealth Advisor

Guide employee investors through investment planning and portfolio management as a client-facing Wealth Advisor with CC&L Private Capital. Work includes personalized service and relationship development.As an Employee Accounts Wealth Advisor, you will manage an established employee client book and cultivate relationships across Connor, Clark Financial Group and affiliates. You will assess suitability, guide asset allocation, explain investments, and support portfolio planning. The position also emphasizes referrals, networking, and business development.Key Responsibilities:
Provide investment planning and portfolio management to employee participantsAssess suitability and guide asset allocation decisionsManage daily client requests accurately and promptlyPrepare account documentation, system execution, and client updatesExpand program reach through outreach and employee referralsRequirements:
Financial services foundation and investment knowledgeStrong customer service, communication, and presentation skillsRelationship building, collaboration, networking, and integrityAbility to guide portfolio construction and wealth decisionsIndustry experience;
eligibility for AR or AAR registrationApply investment knowledge, client service, and referral development skills while supporting employee investors through CC&L Private Capital.
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