Senior Wealth Advisor - Wealth Advisory - Phoenix

CliftonLarsonAllen LLP(2 months ago)

Phoenix, AZOnsiteFull TimeSenior$105,361 - $142,743 (estimated)Wealth Advisory

About this role

A Senior Wealth Advisor at CLA serves as a relationship manager providing comprehensive financial advisory services. This role focuses on assisting clients with personal financial planning, which includes addressing their financial, tax, and investment needs. The SWA will manage client relationships and oversee financial planning processes while ensuring the delivery of tailored financial strategies.

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Required Skills

Financial Planning
Client Support
Tax Advisory
Investment Strategy
Relationship Management

Qualifications

Bachelor’s degree in Accounting
Finance
FINRA Series 65
CFP® certification

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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