$72,000–$151,000 Per Year
Business Development, Customer Support/Service, Financial Planning, Financial Services
CLA (CliftonLarsonAllen) is looking for a professional to support Senior Wealth Advisors in Peoria, IL. The role involves business development, financial planning, and client support to ensure excellent service.Qualifying candidates must have three years of financial services experience, a Bachelor's degree in a related field (or equivalent), and required certifications. The position offers flexible PTO and a competitive compensation range of $72,000 - $151,000.#J-18808-Ljbffr
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CLA (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.
1,500 to 1,999 employees
Accounting and Auditing Services
http://www.claconnect.com/