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Wealth Advisor at CliftonLarsonAllen LLP - ApplyBlast

Wealth Advisor

CliftonLarsonAllen LLP

1 month ago

Atlanta, Georgia, United States

Onsite

Full Time

Medior

0 applicants

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About this role

CLA is seeking Wealth Advisors to provide comprehensive financial services to existing clients, leveraging expertise in financial planning, investments, tax, insurance, and estate planning. The role involves collaborating with a team to manage client relationships, deliver portfolio reviews, and implement strategies to achieve client satisfaction and loyalty. This position requires a strong focus on client service and practice management within a collaborative office environment.

Responsibilities

Prepare and present portfolio reviews, economic outlooks, and financial plans to clients
Advise clients on investment strategies and create comprehensive financial plans
Oversee daily client activity, transaction processing, and inquiry resolution

Skills

Qualifications

Series 65 or 66 securities license

About CliftonLarsonAllen LLP

claconnect.com

Headquarters

United States

Company Size

5001-10000 employees

Founded

2012

View Profile

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.