Wealth Advisor - Wealth Advisory - Peoria, IL

Summary

Supports Senior Wealth Advisors in delivering comprehensive, holistic financial services. Works collaboratively to serve clients as part of a team, with strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. Helps manage financial plans and client relationships.

• Business Development:
  Continuously develop new opportunities in the marketplace.
• Financial Planning:
  Advise clients on investment strategies, create and implement plans, and review them regularly to help clients steward assets and achieve satisfaction.
• Client Support:
  Provide clients with information on day‑to‑day transactions, status of implementation plans, and interim information between meetings; communicate with investment managers, brokers, and partners; coordinate daily client activity; oversee transaction processing; handle inquiry resolution; prepare presentations for client meetings.

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

Competitive wages with a range of $72,000–$151,000 for the Illinois location. Compensation is based on geography, experience, education, skills and knowledge.

Health, dental, vision, 401(k) and additional benefits, including financial, physical, social and emotional well‑being options.

CLA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. If you require reasonable accommodation when completing an application, interviewing, completing pre‑employment testing, or otherwise participating in the employee selection process, please contact myp