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Senior Wealth Advisor - PTO & Parental Leave
Job in
Waco, McLennan County, Texas, 76796, USA
Listed on 2025-12-08
Listing for:
CliftonLarsonAllen
Part Time
position Listed on 2025-12-08
Job specializations:
-
Finance & Banking
Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A leading professional services firm is seeking a Senior Wealth Advisor to join their team. The ideal candidate should have over 8 years of experience in financial services, hold a Bachelor’s degree in Accounting or Finance, and possess FINRA Series 65 or 66 licensing. Responsibilities include managing client relationships and overseeing financial planning processes. Competitive salary ranging from $109,000 – $191,000 and benefits including flexible PTO and paid parental leave are offered.
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Position Requirements
10+ Years
work experience
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