Credit Officer evaluating credit proposals and managing credit exposures in infrastructure and project finance sectors. Joining a team focused on UK infrastructure and renewable energy projects.
About the role
- Associate Wealth Advisor providing centralized financial planning support across various U.S. locations at CLA. Delivering high-quality, scalable planning solutions through collaboration with advisory teams.
Responsibilities
- Build powerful, end-to-end financial plans that drive real client decisions
- Analyze investment and insurance information to support goal-aligned recommendations
- Partner with Wealth Advisors to solve complex planning challenges
- Drive innovation within the Financial Planning Center by identifying ways to improve efficiency
Requirements
- None required
- 1 year experience preferred
- Bachelor's degree in Accounting, Finance, or a related field
- FINRA Series 65 or 66 Required (New hires will have 180 days to obtain this certification)
Benefits
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
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