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Financial Consultant Financial Advisor

Wealth Advisory Client Relations Specialist

Job in Cedar Rapids, Linn County, Iowa, 52404, USA
Listing for: CLA (CliftonLarsonAllen)
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A top national professional services firm in Cedar Rapids is seeking a Client Relationship Associate. This full-time role is essential to the Wealth Advisory team, focusing on high-quality client support and collaboration with Wealth Advisors. Ideal candidates will have a Bachelor's degree and 3+ years of experience in the investment industry. The firm offers flexible PTO, paid parental leave, and comprehensive benefits, emphasizing a supportive culture for diverse communities.
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