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Summary
About the Role
About You
- Three years of experience as a financial advisor serving individual clients.
- Bachelor's degree is required, with a preference for accounting, finance, or a related field.
- Active series 65 or 66 securities license.
- Combination of relevant experience, education, and training may be accepted in lieu of degree.
Benefits
- Flexible PTO designed to offer flexible time away.
- Up to 12 weeks paid parental leave.
- Paid Volunteer Time Off.
- Mental health coverage.
- Quarterly Wellness stipend.
- Fertility benefits.
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 9,000 people, 130 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. EOE/AA Employer/Vets/Disability Hiring rights: https://www.claconnect.com/general/equal-employment-opportunity Disclaimer: http://www.CLAconnect.com/Disclaimer/