Senior Wealth Advisor- Wealth Advisory - Tri Cities, Washington

CliftonLarsonAllen LLP(2 months ago)

Tri-Cities, WAOnsiteFull TimeSenior$109,000 - $191,000Wealth Advisory

About this role

CLA is seeking a Senior Wealth Advisor to work in the Tri Cities or Wenatchee, WA office. The Senior Wealth Advisor will serve as a relationship manager, providing comprehensive financial services that include investment, tax, estate, and retirement planning. This role emphasizes maintaining and managing client relationships while ensuring a holistic approach to wealth advisory.

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Required Skills

Client Management
Financial Planning
Tax Advisory
Investment Strategies
Relationship Management

Qualifications

Bachelor’s degree in Accounting
Finance or related field
FINRA Series 65 or 66

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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