Wealth Advisor: Holistic Planning & Client Impact

CliftonLarsonAllen; Atlanta (GA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k plan

Job summary

CliftonLarsonAllen in Atlanta is looking for experienced wealth advisors to work collaboratively with clients. Candidates must have three years of financial advisory experience and a bachelor's degree, preferably in finance or accounting.

This position focuses on delivering holistic financial services, including preparation of portfolio reviews and advising on investment strategies. The role also involves client relationship management and practice oversight.

CLA offers comprehensive benefits, ensuring the wellness of team members at work and in their personal lives.

Qualifications

• Three years of experience as a financial advisor serving individual clients.
• Bachelor's degree required; combination of relevant experience accepted.
• Active series 65 or 66 securities license.

Responsibilities

• Prepare and present to clients portfolio reviews and financial plans.
• Advise clients on different investment strategies.
• Interact with partner areas for daily client activity.

Skills

Financial planning

Investment strategies

Client relationship management

Education

Bachelor's degree in accounting, finance, or related field

Tools

Portfolio analysis tools

Job description

CliftonLarsonAllen in Atlanta is looking for experienced wealth advisors to work collaboratively with clients. Candidates must have three years of financial advisory experience and a bachelor's degree, preferably in finance or accounting.

This position focuses on delivering holistic financial services, including preparation of portfolio reviews and advising on investment strategies. The role also involves client relationship management and practice oversight.

CLA offers comprehensive benefits, ensuring the wellness of team members at work and in their personal lives.