Senior Wealth Advisor: Growth & Tax Planning

CLA (CliftonLarsonAllen); Los Angeles (CA); On-site; USD 112,300 - 221,000; Full time

Benefits offered by this job

Flexible PTO

Paid Volunteer Time Off

Mental health coverage

Quarterly Wellness stipend

Fertility benefits

Job summary

CLA (CliftonLarsonAllen) is hiring a Senior Wealth Advisor in Los Angeles, CA, focusing on personalized financial strategies for high-net-worth clients, particularly women. The role involves managing client relationships, delivering comprehensive financial plans, and leveraging advanced knowledge in investments, taxes, and estate planning.

Ideal candidates have at least 8 years of experience in financial services, hold a bachelor's degree in a relevant field, and possess the necessary licenses. Benefits include flexible PTO, paid parental leave, and comprehensive wellness options.

Qualifications

• Minimum of 8 years of financial services experience required.
• Must possess FINRA Series 65 or 66 license.
• Transferable book of business preferred.

Responsibilities

• Gather and analyze client data for financial planning.
• Oversee and delegate financial planning work.
• Manage client referral relationships.

Skills

Financial Planning

Client Management

Technical Competencies

Communication Skills

Education

Bachelor's degree in Accounting or Finance

CFP certification or equivalent

Tools

Microsoft Office Suite

Job description

CLA (CliftonLarsonAllen) is hiring a Senior Wealth Advisor in Los Angeles, CA, focusing on personalized financial strategies for high-net-worth clients, particularly women. The role involves managing client relationships, delivering comprehensive financial plans, and leveraging advanced knowledge in investments, taxes, and estate planning.

Ideal candidates have at least 8 years of experience in financial services, hold a bachelor's degree in a relevant field, and possess the necessary licenses. Benefits include flexible PTO, paid parental leave, and comprehensive wellness options.