CLA (CliftonLarsonAllen) is seeking a Senior Wealth Advisor to join our Washington state offices in the Tri Cities or Wenatchee. You will manage client relationships and provide Total Wealth Advisory services, coordinating clients' financial and tax planning needs with a strong emphasis on planning, investments, and estate and retirement strategy.
Required: 8+ years in financial services, a Bachelor’s degree in Accounting or Finance, and FINRA Series 65 or 66.
#J-18808-LjbffrSenior Wealth Advisor - Total Wealth Planning Lead in wenatchee at Unknown Company
This position is listed as full time and onsite.