Wealth Advisor: Holistic Planning & Client Impact

CliftonLarsonAllen; Orlando (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental and vision benefits

401k

Job summary

CliftonLarsonAllen in Orlando is seeking four experienced wealth advisors to engage with clients and deliver comprehensive financial services. Candidates must have strong knowledge in financial planning and investment strategies, along with a minimum of three years of relevant experience and an active series 65 or 66 securities license.

The role involves preparing client portfolio reviews, advising on investment strategies, and interacting with teams to ensure client satisfaction. We offer a culture focused on well-being and comprehensive benefits.

Qualifications

• Three years of experience as a financial advisor serving individual clients.
• Active series 65 or 66 securities license required.

Responsibilities

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

Skills

Financial planning

Investment strategies

Client relationship management

Education

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

Job description

CliftonLarsonAllen in Orlando is seeking four experienced wealth advisors to engage with clients and deliver comprehensive financial services. Candidates must have strong knowledge in financial planning and investment strategies, along with a minimum of three years of relevant experience and an active series 65 or 66 securities license.

The role involves preparing client portfolio reviews, advising on investment strategies, and interacting with teams to ensure client satisfaction. We offer a culture focused on well-being and comprehensive benefits.