About this role
Wealth Advisor - Wealth Advisory - Peoria, IL at CliftonLarsonAllen. Location: Peoria, Illinois, United States. Role: developing opportunities, advising clients, supporting clients Requirements: Bachelor's degree required, 3 years related financial services experience, Series 65 or 66 (or equivalent) required; strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. Category: Finance and Accounting Seniority: Mid Level Certifications: series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English