Wealth Management Client Advisor

Deliver exemplary service through wealth planning and portfolio management as a Wealth Advisor serving CC&L employee clients. Build trusted investment relationships.This client-facing position manages an established book within the CC&L Employee Investment Program. You will deepen client understanding, assess investment suitability, guide asset allocation, and provide tailored updates. The work combines personalized account service with relationship building across Connor, Clark Financial Group and its affiliates.Key Responsibilities:
Deliver personalized investment planning and portfolio managementConduct client meetings and provide tailored investment updatesExecute account documentation and coordinate administrative supportHandle day-to-day client requests with speed and accuracyIdentify client opportunities through referrals and firm relationshipsRequirements:
Strong client service experience within financial servicesKnowledge of financial markets and investment managementExcellent interpersonal skills, emotional intelligence, and integrityAbility to understand high-net-worth client relationshipsUndergraduate degree and CIM or CFA Level 1Bring investment planning, portfolio management, and high-net-worth relationship skills to CC&L Private Capital’s employee program.
#J-18808-Ljbffr