Senior Wealth Advisor- Wealth Advisory - Tri , Washington

Position: Senior Wealth Advisor- Wealth Advisory - Tri Cities, Washington
Senior Wealth Advisor
- Wealth Advisory - Tri Cities, Washington page is loaded## Senior Wealth Advisor
- Wealth Advisory - Tri Cities, Washington locations:
Tri Cities, WA:
Wenatchee, WAtime type:
Full time posted on:
Posted 4 Days Agojob requisition :
R16140

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  that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
*
* About the role:

** CLA is looking to hire a Senior Wealth Advisor to work in our Tri Cities, WA office or Wenatchee, WA office.

The Senior Wealth Advisor (SWA) serves as a relationship manager providing “Total Wealth Advisory” services to their clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all of clients financial and tax needs. The SWA should have advanced knowledge in tax, investments, financial planning, insurance and estate and retirement planning. The SWA will manage a book of client relationships and will delegate work as appropriate.
** Essential Job Functions
*** Financial Planning:  Gather data from clients in the planning process.  Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations.
* Client Support:  Manage existing & new referral relationships.
* Technical

Competencies:

Maintain a working knowledge/competency of appropriate systems applications utilized by firm.  Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.
** Requirements**:
** 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 Transferrable Book of Business Preferred.
* Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range.
* The compensation range for this position in Washington is: $103,900 – $206,000
** Our Perks:
*** Flexible PTO (designed to offer flexible time away for you!)
* Up to 12 weeks paid parental leave
* Paid Volunteer Time Off
* Mental health coverage
* Quarterly Wellness stipend
* Fertility benefits
* Complete list of benefits#LI-MU1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities     Click  to learn about your hiring rights.
** Wellness at CLA
** To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click .[](blob:(Use the "Apply for this Job" box below).)0:00 / 1:50
** Start your inspired career
** When you join CLA, you’ll have the opportunity to design your own . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential.

At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.
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