Senior Wealth Advisor — Wealth Advisory Leader
Job in
Wenatchee, Chelan County, Washington, 98807, USA
Listed on 2025-12-02
Listing for:
CliftonLarsonAllen LLP
Full Time
position Listed on 2025-12-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading professional services firm in Washington is seeking a Senior Wealth Advisor to provide comprehensive financial planning and client management services. The ideal candidate will have at least 8 years of experience in financial services and hold a relevant bachelor's degree. This role comes with competitive compensation, flexible PTO, and numerous perks including mental health coverage and paid volunteer time off.
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Position Requirements
10+ Years
work experience
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