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Wealth Advisor Associate: Client Planning & Growth
Job in
Peoria, Peoria County, Illinois, 61639, USA
Listed on 2026-07-04
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
CLA is seeking a support professional for Senior Wealth Advisors to enhance client financial services in Peoria, IL. The role includes advising clients on investment strategies, developing business opportunities, and overseeing daily client activities.
Ideal candidates will possess a Bachelor’s degree and three years of experience in financial services. Required certifications include Series 65 or 66. CLA offers flexible PTO and competitive compensation ranging from $72,000 to $151,000.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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