Wealth Advisor - Wealth Advisory - Peoria, IL

This role is based in the Peoria, IL CLA office.

This role provides support to Senior Wealth Advisors in delivering comprehensive, holistic financial services. The professional works collaboratively to serve clients as part of a team, possessing strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning, and helping manage financial plans and client relationships.

• Business Development: Continually develop new opportunities in the marketplace.
• Financial Planning: Advise clients on the advantages and disadvantages of different investment strategies; create, implement, and continually review a plan that includes strategies designed to help clients act as stewards of their assets and achieve client satisfaction and loyalty through excellent service.
• Client Support: Supply clients with information related to day‑to‑day transactions, status of implementation plans and interim information between meetings; communicate with investment managers, brokers, and partners; oversee transaction processing and handle inquiry resolution; prepare presentations for client meetings.

• Experience: Three years of related financial services experience. Equivalent experience in lieu of certification/license acceptable.
• Education: Bachelor’s degree required. Combination of relevant experience, education, and training may be accepted in lieu of a degree. Bachelor’s degree in Accounting, Finance, or a related field preferred.
• Certifications / Licenses: Series 65, 66 or equivalent required.

• Flexible PTO
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Complete list of benefits available

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact the position’s pay within the range.

Compensation range in Illinois: $72,000 - $151,000.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

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 more.