Job Summary

• The Senior Wealth Advisor serves as a relationship manager providing “Total Wealth Advisory” services to their clients, revolving around a personal financial plan and including advice on all of clients financial and tax needs.
• The role requires advanced knowledge in tax, investments, financial planning, insurance and estate and retirement planning, managing a book of client relationships and delegating work as appropriate.
• CLA offers a comprehensive benefits package including flexible PTO, paid parental leave, mental health coverage, and a quarterly wellness stipend, with a compensation range of $124,900 – $221,000 in California.

Matching Summary

Salary

Base: $124,900 – $221,000; Bonus/Equity: discretionary bonuses based on company performance; Benefits: comprehensive benefits package

Skills & Requirements

Key Requirements

• Minimum of EIGHT (8) years of financial services experience
• Bachelor’s degree in Accounting, Finance, or related field
• FINRA Series 65 or 66 Required
• Existing Transferrable Book of Business Preferred
• CFP preferred

Work Rights