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Wealth Advisor: Strategic Financial Planning & Growth

$72k - $151k

CliftonLarsonAllen Wealth Advisors, LLC

CliftonLarsonAllen Wealth Advisors, LLC in Peoria, IL, is hiring a Wealth Advisor to support Senior Wealth Advisors and deliver comprehensive financial services. This role requires strong knowledge in financial planning, tax, estate, and retirement planning, along with a proven ability to manage client relationships. The ideal candidate will have three years of experience and a relevant bachelor's degree, with certifications such as Series 65 or 66 being required. Offered perks include flexible PTO and competitive compensation ranging from $72,000 to $151,000. #J-18808-Ljbffr

Vacancy posted 6 hours ago
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