Senior Wealth Advisor - Wealth Advisory - Phoenix

CLA

Phoenix, AZ, United States
Total wealth advisory
Client relationship management
Financial and tax needs
CLA is a top 10 national professional services firm focused on creating opportunities for clients, people, and communities

Job Summary

  • CLA is a top 10 national professional services firm focused on creating opportunities for clients, people, and communities.
  • The Senior Wealth Advisor role involves managing client relationships, leading strategy, and delivering a high-touch, planning-led experience.
  • The firm offers a competitive compensation structure, flexible PTO, paid parental leave, and comprehensive wellness benefits.

Matching Summary

CLA is a top 10 national professional services firm focused on creating opportunities for clients, people, and communities.

Skills & Requirements

Must-have

  • Total Wealth Advisory
  • client relationship management
  • financial and tax needs
  • organic prospect pipeline

Nice-to-have

  • women navigating life transitions
  • high-net-worth women
  • multi-generational needs

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter