Wealth Advisor

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

CBIZ seeks a motivated and qualified individual for the position of Wealth Advisor. The individual selected for this opportunity will be distinguished in academic and professional achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. Wealth Advisors provide a high level and broad range of technical and client management support and assist in managing all aspects of a client relationship including investments, taxation, estate planning, retirement planning, and insurance.

Primary responsibilities for this position include:

• Working closely with a managing wealth advisor leading relationship with individuals, families and higher net worth clients by providing high touch comprehensive wealth management services.

• Constructing and ultimately overseeing all aspects of managing multiple client relationships, including;

  Portfolio review and construction

• Complex analysis and research related to financial, estate, income tax, and investment planning.

• Developing and presenting solutions across the spectrum of wealth management disciplines for existing and prospective clients.

• Documenting meetings, recommendations and action plans.

• Overseeing implementation of agreed upon recommendations.

• Coordination with other professionals supporting the client's financial plans (e.g. estate planning, tax preparation, insurance).

• Ongoing monitoring and management of the client's wealth management plan.

• Coordinating and actively participating in client meetings.

• Further developing an advanced understanding of investments, insurance, taxation, and estate planning, as well as the Company's approved investment strategies.

• Communicating the full range of the Company's services and capabilities to clients and prospective clients.

Preferred Qualifications:

• 5-10 years of relevant work experience.

• Bachelor's Degree;

• Hold or obtain Series 65 within 90 days of hiring

• Hold or be a candidate for at least one of the following designations: CPA, PFS, CFP or CFA

• An understanding of investments and investment philosophy;

• An understanding of matters related to income, gift, and estate taxes, employee benefits, insurance, and personal and philanthropic wealth transfer strategies;

• Strong interpersonal, written and verbal communication skills to convey complex financial concepts in a clear and client-friendly manner;

• Analytical expertise, attention to detail, and self-initiated follow-through; and

• Commitment to serving as a fiduciary for every CBIZ client.

What We Offer:

• Competitive salary with performance-based incentives.

• Comprehensive benefits package, including health, dental, and retirement plans.

• Mentorship and training to support professional growth.

• A collaborative and supportive team environment.

• Opportunities for advancement within CBIZ.

Minimum Qualifications Required

• Bachelor's degree in relevant field
• 3 years of relevant work experience
• Achieve professional certifications relative to area of expertise, must have and preserve required licenses
• Must possess analytical skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs

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