Associate Wealth Advisor & Financial Planning Specialist

CLA (CliftonLarsonAllen) in Stevens Point is seeking an Associate Wealth Advisor to provide financial planning support. The role involves building financial plans, analyzing investments and insurance, and supporting Wealth Advisors. Candidates should have a Bachelor's degree in Accounting or Finance and preferred experience in financial services. The position offers competitive compensation, flexible PTO, paid parental leave, and a comprehensive benefits package. Certification in FINRA Series 65 or 66 required within the first 180 days of employment.
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