Senior Wealth Advisor

3 days ago

Phoenix, AZ, United States CliftonLarsonAllen Full time

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 culture 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 Phoenix, AZ 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.

CFP® certification or equivalent required. Relevant experience may be accepted in lieu of certification.

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 here


This role is eligible for discretionary bonuses based on company performance and other factors.

#LI-MU1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Click here 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 here.

  • Remote Senior Wealth Advisor

    1 week ago

    Phoenix, AZ, United States Gables Search Group Full time

    Remote Senior Wealth Advisor - RIA Firm Location: Remote - Open to candidates nationwide Job Type: Full-time | Remote | Wealth Management Ability to transition $25M+ in client assets within your first year A nationally expanding Registered Investment Advisory (RIA) firm is actively hiring experienced Wealth Advisors across key markets. This is a remote role...

  • Private Wealth Advisor

    3 days ago

    Phoenix, AZ, United States BOK Financial Full time

    Req ID: 75310 Location: Scottsdale -SCOTT, Phoenix -PHOE, Mesa -MESA Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment...

  • Private Wealth Advisor

    1 week ago

    Phoenix, AZ, United States BOK Financial Full time

    Req ID: 75310 Location: Scottsdale -SCOTT, Phoenix -PHOE, Mesa -MESA Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment...

  • Private Wealth Advisor

    5 days ago

    Phoenix, AZ, United States BOK Financial Full time

    Req ID: 75310 Location: Scottsdale -SCOTT, Phoenix -PHOE, Mesa -MESA Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment...

  • Private Wealth Advisor

    15 hours ago

    Phoenix, AZ, United States BOK Financial Full time

    Req ID: 75310 Location: Scottsdale -SCOTT, Phoenix -PHOE, Mesa -MESA Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment...

  • Wealth Advisor, Schwab Wealth Advisory

    3 days ago

    Phoenix, AZ, United States Charles Schwab Full time

    Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory...

  • Wealth Advisor, Schwab Wealth Advisory

    3 days ago

    Phoenix, AZ, United States Charles Schwab Full time

    Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory...

  • Wealth Financial Advisor

    1 week ago

    Phoenix, AZ, United States CAPTRUST Full time

    OverviewJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk...

  • Financial Advisor

    2 weeks ago

    Phoenix, AZ, United States PNC Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity within PNC's Wealth...

  • Financial Advisor

    7 days ago

    Phoenix, AZ, United States PNC Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity within PNC's Wealth...