Senior Wealth Advisor - Wealth Advisory - Dallas, TX

CliftonLarsonAllen LLP; Mississippi; On-site; USD 80,000 - 120,000; Full time

Job summary

Join a top national firm as a Senior Wealth Advisor, providing Total Wealth Advisory services to clients. With responsibilities including client management, financial planning, and a focus on tax and investments, this role offers significant growth opportunities in a supportive culture. The ideal candidate will have extensive financial services experience and relevant certifications, contributing to a collaborative team dedicated to client success.

Benefits

Flexible PTO

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Quarterly Wellness stipend

Fertility benefits

Qualifications

• Minimum of 8 years in financial services.
• Experience with Total Wealth Advisory services.
• Maintaining client relationships and delivering financial plans.

Responsibilities

• Gathering data and overseeing financial planning work.
• Managing referral relationships and client support.
• Ensuring knowledge of systems applications used by the firm.

Skills

Financial Planning

Client Management

Advanced Tax Knowledge

Investment Strategies

Insurance Planning

Estate and Retirement Planning

Education

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

CFP certification or equivalent

Tools

Microsoft Office (Word, Excel, PowerPoint, Outlook, Adobe)

Job description

Senior Wealth Advisor - Wealth Advisory - Dallas, TX page is loaded

Senior Wealth Advisor - Wealth Advisory - Dallas, TX

Apply locations Dallas, TX Fort Worth, TX time type Full time posted on Posted 30+ Days Ago time left to apply End Date: July 24, 2025 (30+ days left to apply) job requisition id R15541 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 their clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all of clients financial and tax needs. The SWA should have advanced knowledge in tax, investments, financial planning, insurance and estate and retirement planning. The SWA will manage a book of client relationships and will delegate work as appropriate.

This advisor would support the team in state-wide client needs.

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 here

#LI-MU1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Click here to learn about your hiring rights.

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here .

About Us

Start your inspired career
When you join CLA, you’ll have the opportunity to design your own inspired career . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, 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.

Wellness at CLA

Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. Click here to learn more about CLA’s benefit offerings.

CLA is an equal opportunity employer

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail]