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Portfolio Strategy Associate - Wealth Advisory Analytics
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-06-21
Listing for:
CliftonLarsonAllen Wealth Advisors LLC
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
Clifton Larson Allen Wealth Advisors LLC is seeking a dedicated professional to support Senior Wealth Advisors in Madison, Wisconsin. This role involves delivering comprehensive financial services, including investments, tax, and retirement planning. You'll design tailored portfolios and enhance analytical offerings, working collaboratively within a skilled team.
The ideal candidate will have 2 years of relevant experience, with progress toward CFA or CAIA designations, and necessary licenses. Join us for a rewarding career in a dynamic environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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