SENIOR WEALTH ADVISOR - WEALTH ADVISORY - DALLAS, TX

CliftonLarsonAllen; Town of Texas (WI); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Advisor to join their dynamic team. This role involves providing comprehensive 'Total Wealth Advisory' services, including financial planning, tax advisory, and investment management. The ideal candidate will have over 8 years of experience, strong client relationship skills, and relevant certifications. This position offers a supportive environment that prioritizes employee well-being with flexible PTO, paid parental leave, and mental health coverage, making it an excellent opportunity for those looking to make a significant impact in the financial services sector.

Benefits

Flexible PTO

Paid Parental Leave

Mental Health Coverage

Quarterly Wellness Stipend

Fertility Benefits

Qualifications

• 8+ years of experience in financial services with a focus on wealth advisory.
• Certifications: FINRA Series 65 or 66 and CFP certification required.

Responsibilities

• Develop personal financial plans and provide comprehensive wealth advisory services.
• Manage client relationships and delegate financial planning tasks.

Skills

Financial Planning

Tax Advisory

Investment Management

Client Relationship Management

Insurance Planning

Estate Planning

Retirement Planning

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Finance

Tools

Microsoft Office

Adobe

Job description

CLA is a top 10 national professional services firm dedicated to creating opportunities every day for our clients, our people, and our communities through industry-focused services including wealth advisory, digital, audit, tax, consulting, and outsourcing. With over 8,500 employees across 130 U.S. locations and a global reach, we are committed to knowing you and helping you succeed.

We are committed to fostering a culture that embraces diverse beliefs and perspectives, enabling us to better serve our clients, communities, and each other.

About the Role

CLA is seeking a Senior Wealth Advisor to join our Dallas, TX office.

The Senior Wealth Advisor (SWA) acts as a relationship manager providing comprehensive 'Total Wealth Advisory' services. This includes developing personal financial plans and offering advice on all financial and tax matters. The SWA should possess advanced knowledge in tax, investments, financial planning, insurance, estate, and retirement planning. The role involves managing a portfolio of client relationships and delegating tasks as appropriate.

This role supports statewide client needs and involves:

1. Gathering client data, overseeing and delegating financial planning tasks, delivering financial plans, and making recommendations.
2. Managing existing and new referral relationships.
3. Maintaining knowledge of firm systems and applications. Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe is required.
4. Minimum of 8 years of progressive experience in financial services.
5. Bachelor’s degree in Accounting, Finance, or a related field.
6. Certifications: FINRA Series 65 or 66 required; CFP certification or equivalent is required. Relevant experience may be accepted in lieu of certification. An existing transferrable book of business is preferred.

Benefits

• Flexible PTO for flexible time away
• Up to 12 weeks paid parental leave
• Mental health coverage
• Quarterly wellness stipend
• Fertility benefits
• Complete list of benefits available on our website

We are an Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities. Click here to learn about your hiring rights.

Wellness at CLA

We prioritize the physical, financial, social, and emotional well-being of our team members by offering comprehensive benefits, including health, dental, vision, 401(k), and more. To view the full benefits package, visit our website.