Senior Wealth Advisor — Holistic Planning & Growth
Job in
Laredo, Webb County, Texas, 78045, USA
Listed on 2026-07-13
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
CLA is seeking a Senior Wealth Advisor to join our Century City, CA or Pasadena, CA offices. You will serve as a relationship manager delivering Total Wealth Advisory, anchored in a personal financial plan and spanning client financial and tax needs.
You will bring advanced knowledge across tax, investments, financial planning, insurance, and estate and retirement planning; manage a book of client relationships and lead client strategy for a high-touch experience.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×