Senior Wealth Advisor — Wealth Advisory Lead
Job in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-01-12
Listing for:
CliftonLarsonAllen
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A national professional services firm in Fort Worth is seeking a Senior Wealth Advisor to manage client relationships and provide comprehensive wealth advisory services. The ideal candidate will have at least 8 years of financial services experience, along with necessary certifications such as CFP. They will be responsible for financial planning, client support, and maintaining technical competencies. The firm values diverse perspectives and offers a range of employee benefits, including flexible PTO and mental health coverage.
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Position Requirements
10+ Years
work experience
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