Senior Wealth Advisor — Women & Wealth Lead

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

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.