Wealth Advisor at CC&L Private Capital

Elevate your financial advisory career as a Wealth Advisor with CC&L Private Capital. Join a top independent investment manager and guide clients toward achieving their financial aspirations.

In this pivotal role, you will leverage your sales expertise and existing network to build a clientele focused on high net worth individuals and not-for-profits. With dedicated coaching and an employee ownership model, your interests align with those of your clients, ensuring tailored, exceptional service. Support is available for all career stages to facilitate your growth in wealth management.

Key Responsibilities:

• Build a practice of new clients through networking

• Maintain relationships with legal and financial professionals

• Provide proactive, exceptional service to clients

• Establish credibility with high net worth individuals

• Guide asset allocation and wealth planning conversations

Requirements:

• 5-10 years of relevant industry experience

• Strong sales and business development skills

• Excellent interpersonal and communication abilities

• Understanding of financial markets and investment management

• CFA or CIM with Registered Investment Management Experience

Shape client success and your own wealth management career at CC&L Private Capital.
#J-18808-Ljbffr