About this role
Associate Wealth Advisor - Financial Planning Center - Various Locations at CliftonLarsonAllen. Location: Milwaukee or Eau Claire or Stevens Point. Role: building plans, analyzing investments, supporting advisors Requirements: Bachelor's degree required (Accounting, Finance or related); Series 65 or 66 required (180 days to obtain if not held); BLS not mentioned; no experience required though 1 year preferred; strong communication and financial planning skills. Category: Finance and Accounting Seniority: No Prior Experience Required Certifications: series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English