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.
#J-18808-LjbffrSenior Wealth Advisor: Growth & Tax Planning in los angeles at Unknown Company
This position is listed as full time and onsite.