Senior Wealth Advisor - Wealth Advisory - Dallas, TX

CliftonLarsonAllen; Fort Worth, Town of Texas, Santa Rosa (TX, WI, CA); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Advisor to join their Dallas office. This role involves providing comprehensive 'Total Wealth Advisory' services, focusing on personal financial plans that encompass tax, investments, and retirement planning. The ideal candidate will have at least eight years of experience in financial services and will manage a diverse book of client relationships. With a culture that values diverse perspectives, this firm offers a supportive environment for professional growth and client success. If you are passionate about making a difference in clients' financial lives, this opportunity is for you.

Benefits

Flexible PTO

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Quarterly Wellness stipend

Fertility benefits

Qualifications

• 8+ years of financial services experience required.
• Bachelor's degree in Accounting, Finance, or related field necessary.
• Certifications like CFP or FINRA Series 65/66 required.

Responsibilities

• Gather client data and deliver comprehensive financial plans.
• Manage and support existing and new client relationships.
• Maintain knowledge of firm systems and applications.

Skills

Financial Planning

Client Relationship Management

Tax Knowledge

Investment Advisory

Insurance Planning

Estate Planning

Retirement Planning

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

Tools

Microsoft Office Suite

Adobe

Job description

Internal Job Description

CLA 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.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is looking to hire a Senior Wealth Advisor to work in our Dallas, TX office.

The Senior Wealth Advisor (SWA) serves as a relationship manager providing "Total Wealth Advisory" services to clients. This comprehensive service revolves around a personal financial plan and includes advice on all financial and tax needs of clients. The SWA should have advanced knowledge in tax, investments, financial planning, insurance, estate, and retirement planning. The SWA will manage a book of client relationships and delegate work as appropriate.

This advisor would support the team in statewide client needs.

Essential Job Functions:

1. Financial Planning: Gather data from clients, oversee and delegate financial planning work, deliver financial plans, and make recommendations.
2. Client Support: Manage existing and new referral relationships.
3. Technical Competencies: Maintain knowledge of firm systems applications. Proficient with Microsoft Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.

Requirements:

1. Experience: Minimum of eight (8) years of progressively responsible financial services experience.
2. Education: Bachelor's degree in Accounting, Finance, or a related field.
3. Certifications/Licenses: FINRA Series 65 or 66 required. CFP certification or equivalent required; relevant experience may be accepted in lieu of certification. Existing transferrable book of business preferred.

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 here

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Wellness at CLA

We focus on the physical, financial, social, and emotional well-being of our CLA family members and offer comprehensive benefits, including health, dental, vision, 401k, and more.

To view a complete list of benefits, click here.