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Wealth Advisor
CliftonLarsonAllen
Eau Claire, WI, United States
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Description
CliftonLarsonAllen is seeking a Wealth Advisor for our Eau Claire office.
The primary role of the Wealth Advisor is to provide “Total Wealth Advisory” services to their clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all of clients financial needs. The Wealth Advisor should be knowledgeable in cash flow planning, retirement planning, investment management, risk management and estate planning techniques.
Responsibilities:
• Managing client relationships.
• Deliver financial plans to clients and make recommendations.
• Oversee and monitor client investment portfolios.
• Implement insurance and annuity products with clients if needed.
• Market services to principals of the firm and their clients.
• Meet with prospects and make presentations.
• Responsible for delivering “Noticeably Different” client service.
Requirements
Requirements:
• Minimum of 3-5 years of progressively responsible financial services experience.
• Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.
• Bachelor’s degree in Accounting, Finance, or a related field.
• CFP® certification.
About the firm:
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ 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 5,500 people, 130 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.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
EOE/AA Employer/Vets/Disability.
• Equal Opportunity Employer/AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)