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Skills
- Accountingunmatched
- Customer Relationship Management (CRM)unmatched
- Financeunmatched
- Financial Planningunmatched
- Financial Servicesunmatched
- Microsoft Officeunmatched
- Retirement Planningunmatched
- Series 65unmatched
- Tax Planningunmatched
Description
CLA is seeking a Senior Wealth Advisor to serve clients in the Tri Cities, WA, or Wenatchee, WA, offering comprehensive Total Wealth Advisory services including financial planning, tax considerations, investments, and estate and retirement planning. The SWA will manage client relationships, delegate work as needed, and maintain a strong knowledge of related systems and Microsoft Office tools.Minimum 8 years of experience, a Bachelor's in Accounting or Finance, and FINRA Series 65 or 66 are#J-18808-Ljbffr
Numbers & Facts
| Location | Richland, WA |
| Industry | Accounting and Auditing Services |
| Company Size | 1,500 to 1,999 employees |
| Year Founded | 2012 |
| Website | http://www.claconnect.com/ |
About Company
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.