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
About the Company
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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.