Senior Wealth Advisor - Wealth Planning
Job in
Richland, Benton County, Washington, 99352, USA
Listed on 2026-07-13
Listing for:
CliftonLarsonAllen Wealth Advisors LLC
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 Wealth Advisors is seeking a Senior Wealth Advisor to join our Tri-Cities, WA or Wenatchee, WA offices. You will serve as a relationship manager delivering Total Wealth Advisory—covering financial planning, tax, investments, insurance, estate and retirement planning.
You should have eight+ years in financial services, a Bachelor's in Accounting or Finance, and FINRA Series
65 or 66. Existing transferable book of business is preferred.
Position 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:
×