About this opportunity
CliftonLarsonAllen Wealth Advisors, LLC lists this Senior Wealth Advisor — Women & Wealth Lead opportunity in pasadena, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
CliftonLarsonAllen Wealth Advisors, LLC is seeking a Senior Wealth Advisor for its offices in Century City or Pasadena, CA. The role focuses on delivering personalized financial strategies while managing client relationships.
Ideal candidates will have at least 8 years in financial services, alongside a Bachelor’s in Accounting or Finance and CFP certification. Perks include flexible PTO, competitive salary range of $112,300.00 - $221,000.00, and discretionary bonuses based on performance.
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Worksite address
pasadena, CA, 91122, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.