Senior Wealth Advisor - Wealth Advisory - Irvine, Ca

Introview

Irvine, CA, US
Base: $124,900 - $221,000; bonus/equity: eligible ...
Advanced knowledge in tax and investments
Experience in financial planning
Proficient with microsoft office products
CLA is a top 10 national professional services firm dedicated to creating opportunities for clients and communities

Job Summary

  • CLA is a top 10 national professional services firm dedicated to creating opportunities for clients and communities.
  • The Senior Wealth Advisor will provide comprehensive wealth advisory services and manage client relationships.
  • The company offers flexible PTO, paid parental leave, and a focus on employee wellness.

Matching Summary

CLA is a top 10 national professional services firm dedicated to creating opportunities for clients and communities.

Salary

Base: $124,900 - $221,000; Bonus/Equity: Eligible for discretionary bonuses; Benefits: Comprehensive health, dental, vision options

Skills & Requirements

Must-have

  • Advanced knowledge in tax and investments
  • Experience in financial planning
  • Proficient with Microsoft Office products

Nice-to-have

  • Ability to manage client relationships
  • Strong communication skills
  • Cultural inclusivity and diversity

Key Requirements

  • Minimum of 8 years financial services experience
  • Bachelor's degree in Accounting or Finance
  • FINRA Series 65 or 66 required

Work Rights

Not specified

Tailored Resume

Cover Letter