Principal - Wealth Advisory - Cedar Rapids, IA

CliftonLarsonAllen LLP(29 days ago)

Cedar Rapids, IAOnsiteFull TimeSenior$118,599 - $159,607 (estimated)Wealth Management

About this role

The Wealth Principal is a senior relationship manager who provides comprehensive "Total Wealth Advisory" services centered on a personal financial plan. The role focuses on coordinating advice across clients' financial and tax needs and delivering tailored financial plans. The Wealth Principal manages a book of client relationships and oversees or delegates work to support client outcomes.

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Required Skills

Financial Planning
Tax Knowledge
Investments
Insurance
Estate Planning
Retirement Planning
Client Management
Relationship Management
Microsoft Office
Communication

+2 more

Qualifications

Bachelor's Degree
Series 65
CFP®

About CliftonLarsonAllen LLP

claconnect.com

One North is a technology-focused company that offers innovative solutions and services, primarily targeted at enhancing operational efficiency for businesses. Their expertise lies in providing tailored digital transformation strategies, data management, and analytics services. With a strong commitment to leveraging modern technology, One North empowers organizations to navigate their growth and innovation effectively.

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