Senior Wealth Advisor - Wealth Advisory - Phoenix

CLA

Phoenix, AZ, US
Competitive compensation structure; discretionary ...
Total wealth advisory experience
Advanced knowledge of tax and investments
Client relationship management skills
CLA is a top 10 national professional services firm offering access to over 100,000 individual tax clients and 75,000 privately held businesses to fuel organic growth

Job Summary

  • CLA is a top 10 national professional services firm offering access to over 100,000 individual tax clients and 75,000 privately held businesses to fuel organic growth.
  • The role focuses on the Women & Wealth vision, serving as a trusted advisor for high-net-worth women navigating complex life transitions like divorce or widowhood.
  • Employees enjoy flexible PTO, up to 12 weeks paid parental leave, mental health coverage, and quarterly wellness stipends.

Matching Summary

CLA is a top 10 national professional services firm offering access to over 100,000 individual tax clients and 75,000 privately held businesses to fuel organic growth.

Salary

Competitive compensation structure; Discretionary bonuses based on company performance; Not specified

Skills & Requirements

Must-have

  • Total Wealth Advisory experience
  • Advanced knowledge of tax and investments
  • Client relationship management skills
  • Personal financial plan delivery
  • Multi-generational wealth planning

Nice-to-have

  • Existing transferrable book of business
  • Experience with women-led businesses
  • Thrives in organic growth environment
  • Strong delegation capabilities
  • Focus on life transitions support

Key Requirements

  • Minimum 8 years financial services experience
  • Bachelor's degree in Accounting or Finance
  • FINRA Series 65 or 66 license required
  • CFP certification or equivalent required
  • Proficiency with Microsoft Office and Adobe

Work Rights

Not specified

Tailored Resume

Cover Letter