Wealth Advisor — Strategy, Clients & Growth Impact
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Finance & Banking
Job Description & How to Apply Below
CLA is hiring four wealth advisors to work with our existing clients from offices in Atlanta, Denver, Minneapolis, or Orlando. This role focuses on client service, portfolio reviews, and financial planning to help clients steward their assets and achieve loyalty through excellent service.
Requirements include three years as a financial advisor for individuals, a Bachelor’s degree in accounting/finance or related field, and an active Series 65 or 66 license.
Our organisation is growing, and we are hiring a Wealth Advisor — Strategy, Clients & Growth Impact in Atlanta, GA, United States.
We are currently recruiting a Wealth Advisor — Strategy, Clients & Growth Impact for our team in Atlanta, GA, United States.
This is a genuine position to take on the Wealth Advisor — Strategy, Clients & Growth Impact role at Clifton Larson Allen Wealth Advisors, LLC.
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