Senior Wealth Advisor - Wealth Advisory - Dallas, TX
CliftonLarsonAllen LLP(2 months ago)
About this role
CLA is seeking a Senior Wealth Advisor to join their Dallas, TX office, serving as a relationship manager to provide Total Wealth Advisory services. This role involves managing a book of client relationships and supporting clients with comprehensive financial planning, including tax needs and investment advice.
Required Skills
- Client Relationships
- Financial Planning
- Tax Advisory
- Investment Strategy
Qualifications
- Bachelor’s Degree in Accounting
- Finance or Related Field
- FINRA Series 65 or 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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