Senior Wealth Advisor - Wealth Planning
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2025-12-02
Listing for:
CliftonLarsonAllen
Full Time
position Listed on 2025-12-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading professional services firm located in Dallas, TX is seeking a Senior Wealth Advisor. This role involves managing client relationships and providing comprehensive financial advisory services. Candidates should have over 8 years of experience in financial services, a Bachelor's degree in a related field, and relevant certifications such as CFP. This position offers flexible PTO, paid parental leave, and mental health coverage among other benefits.
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Position Requirements
10+ Years
work experience
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