Senior Wealth Advisor - Wealth Advisory - Livingston, NJ
CliftonLarsonAllen LLP(2 months ago)
About this role
CLA is seeking a Senior Wealth Advisor to manage client relationships by providing comprehensive Total Wealth Advisory services tailored to clients' financial and tax needs. The role involves overseeing a book of client relationships and requires advanced knowledge in various areas including tax, investments, and financial planning.
Required Skills
- Financial Planning
- Client Support
- Technical Competencies
- Tax Knowledge
- Investment Management
Qualifications
- Bachelor’s Degree in Accounting
- Finance or Related Field
- FINRA Series 65 or 66 Required
- CFP® Certification or Equivalent Required
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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