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Senior Wealth Advisor at CliftonLarsonAllen LLP - ApplyBlast

Senior Wealth Advisor

CliftonLarsonAllen LLP

4 months ago

Century City, California, United States

Onsite

Full Time

Senior

0 applicants

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About this role

CLA is seeking a Senior Wealth Advisor to serve as a relationship manager for Total Wealth Advisory, delivering comprehensive, planning-led financial and tax strategies to high-net-worth clients. The role focuses on managing existing and new client relationships, overseeing financial planning, and supporting pivotal life transitions within a multi-generational practice. This position is based in Century City or Pasadena, California.

Responsibilities

Manage existing and new referral relationships
Oversee and delegate financial planning work
Deliver financial plans and make recommendations

Skills

Qualifications

Bachelor's degree in Accounting, Finance, or a related fieldFINRA Series 65 or 66CFP® certification

About CliftonLarsonAllen LLP

claconnect.com

Headquarters

United States

Company Size

5001-10000 employees

Founded

2012

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CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, digital, audit, tax, outsourcing, and consulting services to organizations and individuals. With more than 120 locations across the United States, CLA serves clients as CPAs, consultants, and wealth advisors committed to long-term client relationships.