Associate Wealth Advisor & Financial Planning Specialist

CLA (CliftonLarsonAllen) is seeking Associate Wealth Advisors in Milwaukee, WI. The role requires financial planning expertise and involves building comprehensive plans for clients, analyzing investments, and collaborating closely with Wealth Advisors. A bachelor's degree in Accounting, Finance, or a related field is necessary, along with possible certifications such as FINRA Series 65. The position also offers flexible PTO, paid parental leave, and wellness benefits.
#J-18808-Ljbffr