CLA is a top 10 national professional services firm focused on creating opportunities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services
Job Summary
CLA is a top 10 national professional services firm focused on creating opportunities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
The Senior Wealth Advisor role involves managing client relationships, leading client strategy, and delegating work to deliver a comprehensive, planning-led experience.
The company offers a highly competitive compensation structure, flexible PTO, paid parental leave, mental health coverage, and a quarterly wellness stipend.
Matching Summary
CLA is a top 10 national professional services firm focused on creating opportunities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Skills & Requirements
Must-have
Total Wealth Advisory
client relationship management
financial and tax needs
organic prospect pipeline
Nice-to-have
women navigating life transitions
multi-generational client needs
high-touch client experience
Key Requirements
Minimum of EIGHT (8) years of financial services experience
Bachelor’s degree in Accounting, Finance, or related field