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Job description
CLA (CliftonLarsonAllen) is hiring a Senior Wealth Advisor in Los Angeles, CA, focusing on personalized financial strategies for high-net-worth clients, particularly women. The role involves managing client relationships, delivering comprehensive financial plans, and leveraging advanced knowledge in investments, taxes, and estate planning.
Ideal candidates have at least 8 years of experience in financial services, hold a bachelor's degree in a relevant field, and possess the necessary licenses. Benefits include flexible PTO, paid parental leave, and comprehensive wellness options.
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Worksite address
los angeles, CA, 90079, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.