Senior Wealth Advisor- Wealth Advisory - Tri Cities, Washington
CliftonLarsonAllen LLP
About this role
CLA is seeking a Senior Wealth Advisor to work in the Tri Cities or Wenatchee, WA office. The Senior Wealth Advisor will serve as a relationship manager, providing comprehensive financial services that include investment, tax, estate, and retirement planning. This role emphasizes maintaining and managing client relationships while ensuring a holistic approach to wealth advisory.
Skills
Qualifications
About CliftonLarsonAllen LLP
claconnect.comCliftonLarsonAllen LLP (CLA) is a professional services firm providing audit, tax, consulting, and wealth advisory services to organizations and individuals.
Recent company news
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Sep 18, 2025
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1 month ago
PR NewswireCLA Celebrates the Advancement of 780 Professionals Across the Firm
Jul 1, 2025
Daily MemphianAuditors arrive at MSCS looking for fraud in high-stakes probe
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CLA (CliftonLarsonAllen)Dembo Jones to Join CLA on May 1
May 1, 2025
About CliftonLarsonAllen LLP
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for CliftonLarsonAllen LLP.
Salary
$109k – $191k
per year