Senior Wealth Advisor - Wealth Advisory - Charlotte
CliftonLarsonAllen LLP(3 months ago)
About this role
CLA is seeking a Senior Wealth Advisor to lead the North Carolina market, acting as a relationship manager for Total Wealth Advisory services. This role focuses on providing comprehensive financial and tax needs advice, utilizing advanced knowledge in financial planning, investments, and tax strategies while managing a book of client relationships.
Required Skills
- Financial Planning
- Client Support
- Tax Advisory
- Investment Strategies
Qualifications
- Bachelor’s Degree in Accounting
- Finance
- FINRA Series 65
- 66
- CFP® Certification
About CliftonLarsonAllen LLP
claconnect.comOne 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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