Senior Wealth Advisor - Wealth Advisory - Century City, CA or Pasadena, CA

CliftonLarsonAllen Wealth Advisors, LLC; Pasadena (CA); On-site; USD 112,300 - 221,000; Full time

Benefits offered by this job

Flexible PTO

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Quarterly Wellness stipend

Fertility benefits

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Senior Wealth Advisor for its offices in Century City or Pasadena, CA. The role focuses on delivering personalized financial strategies while managing client relationships.

Ideal candidates will have at least 8 years in financial services, alongside a Bachelor’s in Accounting or Finance and CFP certification. Perks include flexible PTO, competitive salary range of $112,300.00 - $221,000.00, and discretionary bonuses based on performance.

Qualifications

• Minimum of Eight (8) years of progressively responsible financial services experience.
• Existing Transferrable Book of Business Preferred.
• CFP certification or equivalent required.

Responsibilities

• Gather data from clients in the planning process and oversee financial planning work.
• Manage existing and new referral relationships.
• Deliver comprehensive financial plans with recommendations.

Skills

Financial Planning

Client Relationship Management

Investment Knowledge

Tax Planning

Insurance Knowledge

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Microsoft Office Suite

Financial Planning Software

Job description

## Senior Wealth Advisor - Wealth Advisory - Century City, CA or Pasadena, CAApplylocations: Century City, CA: Pasadena, CAtime type: Full timeposted on: Posted Todayjob requisition id: R17535CLA is a top 10 national professional services firm where **our purpose is to *create opportunities*** every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.A platform built for durable, organic growth.Our advisors average $250M in AUM across ~120 households and continue to grow ~10% net new AUM annually—without Schwab or Fidelity referral programs. That growth is fueled by access to 100,000+ individual tax clients and 75,000 privately held businesses, creating one of the deepest organic prospect pipelines in the industry.**Why this role matters now:**The wealth landscape is changing in a meaningful way: women are increasingly the primary decision‐makers for household wealth, and pivotal life transitions often create moments where the right advisor relationship matters most. In our Women & Wealth vision, CLA is focused on becoming the trusted advisor of choice for high‐net‐worth women and women‐led businesses, delivering personalized tax and wealth strategies that protect legacy and align financial decisions with life goals.We’re selectively adding senior wealth advisors in key markets and offer a highly competitive compensation structure designed for experienced professionals.**About the role:**CLA is looking to hire a Senior Wealth Advisor to work in our Century City, CA or Pasadena, CA office.The SWA serves as a relationship manager providing Total Wealth Advisory—a comprehensive, planning‐led experience anchored in a personal financial plan and spanning a client’s financial and tax needs.Senior Wealth Advisors bring advanced knowledge across tax, investments, financial planning, insurance, and estate and retirement planning. You’ll manage a book of client relationships, lead client strategy, and delegate work appropriately to deliver a high‐touch experience with strong follow‐through.This role is ideal for an advisor who thrives in an environment where:* Planning and tax integration elevate the advice (and client stickiness)* Growth is powered by real, organic access—not paid lead programs* Client relationships include complexity, transitions, and multi‐generational needs (including women navigating moments like business liquidity, divorce, widowhood, caregiving, and career shifts)**Essential Job Functions*** Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations.* Client Support: Manage existing & new referral relationships.* Technical Competencies: Maintain a working knowledge/competency of appropriate systems applications utilized by firm. Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.**Requirements**:**Experience**: Minimum of EIGHT (8) years of progressively responsible financial services experience.**Education**:Bachelor’s degree in Accounting, Finance, or a related field.**Certifications/Licenses:**FINRA Series 65 or 66 **Required**.Existing Transferrable Book of Business Preferred.CFP certification or equivalent required. Relevant experience may be accepted in lieu of certification.**Our Perks:*** Flexible PTO (designed to offer flexible time away for you!)* Up to 12 weeks paid parental leave* Paid Volunteer Time Off* Mental health coverage* Quarterly Wellness stipend* Fertility benefits* Complete list of benefits hereThis role is eligible for discretionary bonuses based on company performance and other factors.Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.The wage range for this position in California is: $112,300.00-$221,000.00