Wealth Advisor - Holistic Planning & Client Growth
CLA (CliftonLarsonAllen)
CLA (CliftonLarsonAllen) is seeking experienced wealth advisors in Atlanta or Orlando to provide holistic financial services to clients. Candidates must possess a Bachelor’s degree and three years of advisory experience, along with an active Series 65 or 66 securities license. The role involves preparing portfolio reviews and advising clients on investment strategies, requiring strong collaboration and client management skills. CLA promotes a supportive culture emphasizing collaboration, career growth, and offers comprehensive benefits. #J-18808-Ljbffr CLA (CliftonLarsonAllen)
Vacancy posted 6 days ago
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