About this role
Wealth Advisor - Wealth Advisory - Serving Existing Clients - Atlanta or Orlando at CliftonLarsonAllen. Location: Atlanta or Orlando. Role: advising clients, managing portfolios, preparing plans Requirements: Bachelor's degree required, 3 years experience as a financial advisor, active Series 65 or 66 securities license required, expertise in financial planning and investments, with knowledge of tax, insurance, and estate planning. Category: Finance and Accounting Seniority: Mid Level Certifications: series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English