CC&L Private Capital Wealth Advisor Position

Join CC&L Private Capital as a Wealth Advisor, where you can make a lasting impact on clients’ financial futures.

This role offers the chance to provide tailored service and build a successful practice in a supportive environment.

In this Wealth Advisor role, you'll leverage your sales acumen and deep industry knowledge to cultivate relationships with high-net-worth clients and not-for-profits. The position offers dedicated coaching, opportunities for business development, and a pathway to ownership within a respected firm. You'll play a direct role in client wealth planning and investment strategy discussions.

Key Responsibilities:

• Cultivate a network of new clients for your practice

• Build relationships with key industry partners for referrals

• Deliver proactive and exceptional service to clients

• Guide clients through investment assessments and strategies

• Establish credibility with high-net-worth individual clients

Requirements:

• 5-10 years’ industry experience preferred

• Strong interpersonal skills and emotional intelligence

• Proven business development capabilities

• Knowledge of investment management required

• Relevant qualifications like CIM or CFA needed

Embark on a rewarding career helping clients navigate their financial journeys with CC&L as a Wealth Advisor.
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