CLA (CliftonLarsonAllen) is seeking experienced wealth advisors in Atlanta or Orlando to provide holistic financial services to clients. Candidates must possess a Bachelor's degree and three years of advisory experience, along with an active Series 65 or 66 securities license.The role involves preparing portfolio reviews and advising clients on investment strategies, requiring strong collaboration and client management skills. CLA promotes a supportive culture emphasizing collaboration, career growth, and offers comprehensive benefits.#J-18808-Ljbffr
About the Company
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CLA (CliftonLarsonAllen)
CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance our client's enterprise value and assist them in growing and managing their related personal assets - all the way from startup to succession and beyond.Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With nearly 4,000 people, 90 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.