Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients
CliftonLarsonAllen LLP(2 months ago)
About this role
CLA is seeking to hire four wealth advisors who will work closely with existing clients to deliver comprehensive financial services. This role requires strong knowledge in financial planning and investments, along with the ability to manage client relationships and provide exceptional service. The position is located in one of several CLA offices.
Required Skills
- Financial Planning
- Client Relationship Management
- Investment Strategies
- Portfolio Reviews
Qualifications
- Bachelor's Degree
- Series 65 License
- Series 66 License
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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