Senior Wealth Advisor- Wealth Advisory - Tri

Senior Wealth Advisor
- Wealth Advisory - Tri Cities, Washington

Join to apply for the Senior Wealth Advisor
- Wealth Advisory - Tri Cities, Washington role at CLA (Clifton Larson Allen ).

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

We are looking to hire a Senior Wealth Advisor to work in our Tri Cities, WA office or Wenatchee, WA office.

• Serves as a relationship manager providing “Total Wealth Advisory” services to clients, encompassing a personal financial plan and advice on all financial and tax needs.
• Manages a book of client relationships and delegates work as appropriate.

• Financial Planning
  :
  Gather data from clients during the planning process, oversee and delegate financial planning work, deliver financial plans to clients, and make recommendations.
• Client Support
  :
  Manage existing and new referral relationships.
• Technical Competencies
  :
  Maintain a working knowledge of appropriate systems applications. Proficient with Microsoft Office products (Word, Excel, PowerPoint, Outlook) and Adobe.

• Experience
  :
  Minimum of eight (8) years of progressively responsible financial services experience.
• Education
  :
  Bachelor’s degree in Accounting, Finance, or a related field.
• Certifications/Licenses
  : FINRA Series 65 or 66 required.
• Existing transferable book of business preferred.

• Washington: $109,000 – $191,000

• Flexible PTO
• Up to 12 weeks paid parental leave
• Paid volunteer time off
• Mental health coverage
• Quarterly wellness stipend
• Fertility benefits
• Full list of benefits available upon request

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

Wellness at CLA:
We support our family members’ physical, financial, social, and emotional well-being with comprehensive benefit options that include health, dental, vision, 401k, and more.