CliftonLarsonAllen LLP
Senior Wealth Advisor — Total Wealth Strategy Lead
CliftonLarsonAllen LLP, Charlotte, North Carolina, United States, 28245
A leading professional services firm is seeking a Senior Wealth Advisor in Charlotte, NC, to manage client relationships and deliver comprehensive financial planning services. Candidates should have at least 8 years of financial experience and necessary certifications. This role supports a flexible work environment with various benefits including flexible PTO and parental leave. Join a team that emphasizes growth and client-centric solutions.
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