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Senior Wealth Advisor – Total Wealth Planning & Growth
Job in
Rock Hill, York County, South Carolina, 29732, USA
Listed on 2026-08-05
Listing for:
CLA (CliftonLarsonAllen)
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
CLA (Clifton Larson Allen ) is hiring a Senior Wealth Advisor to manage a book of clients in Tri Cities, WA or Wenatchee, WA. You will deliver comprehensive Total Wealth Advisory services, integrating tax, investments, planning, insurance, and estate strategies.
The role requires a minimum of 8 years in financial services, a Bachelor’s degree in Accounting or Finance, and FINRA 65/66. Competitive compensation, potential discretionary bonuses, and strong client relationships are emphasized.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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