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Senior Wealth Advisor at CliftonLarsonAllen LLP - ApplyBlast

Senior Wealth Advisor

CliftonLarsonAllen LLP

4 months ago

Minneapolis, Minnesota, United States

Onsite

Full Time

Medior

0 applicants

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About this role

This role provides support to Senior Wealth Advisors in delivering comprehensive financial services to clients. The position involves collaborating with a team to manage financial plans, client relationships, and provide expertise in areas such as tax, insurance, and investments. The individual will assist in developing new business opportunities and ensuring high levels of client satisfaction through excellent service.

Responsibilities

Advise clients on investment strategies and create comprehensive financial plans
Develop new business opportunities and manage client relationships
Coordinate with internal and external partners to resolve client inquiries

Skills

Qualifications

Series 65Series 66

About CliftonLarsonAllen LLP

claconnect.com

Headquarters

United States

Company Size

5001-10000 employees

Founded

2012

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CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, digital, audit, tax, outsourcing, and consulting services to organizations and individuals. With more than 120 locations across the United States, CLA serves clients as CPAs, consultants, and wealth advisors committed to long-term client relationships.