About this role
Senior Wealth Advisor- Wealth Advisory - Tri Cities, Washington at Cliftonlarsonallen. Location: Washington or Wenatchee. Role: managing relationships, delivering plans, delegating work Requirements: Bachelor’s in Accounting, Finance or related; minimum 8 years financial services experience; FINRA Series 65 or 66 required; existing book of business preferred; proficient with Microsoft Office and Adobe. Category: Finance Seniority: Senior Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe Commitment: Full Time Workplace: Onsite Languages: English