Wealth Advisor: Holistic Planning & Client Impact

Cliftonlarsonallen • Full-time • Atlanta, GA • 2d ago

CliftonLarsonAllen in Atlanta is looking for experienced wealth advisors to work collaboratively with clients. Candidates must have three years of financial advisory experience and a bachelor's degree, preferably in finance or accounting.This position focuses on delivering holistic financial services, including preparation of portfolio reviews and advising on investment strategies. The role also involves client relationship management and practice oversight.CLA offers comprehensive benefits, ensuring the wellness of team members at work and in their personal lives.#J-18808-Ljbffr

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