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Holistic Wealth Advisor — Client & Planning
Job in
Peoria, Peoria County, Illinois, 61639, USA
Listed on 2026-06-13
Listing for:
CLA (CliftonLarsonAllen)
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
CLA (Clifton Larson Allen ) is looking for a professional to support Senior Wealth Advisors in Peoria, IL. The role involves business development, financial planning, and client support to ensure excellent service.
Qualifying candidates must have three years of financial services experience, a Bachelor’s degree in a related field (or equivalent), and required certifications. The position offers flexible PTO and a competitive compensation range of $72,000 - $151,000.
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