CLA is seeking a Senior Wealth Advisor to serve clients in the Tri Cities, WA, or Wenatchee, WA, offering comprehensive Total Wealth Advisory services including financial planning, tax considerations, investments, and estate and retirement planning. The SWA will manage client relationships, delegate work as needed, and maintain a strong knowledge of related systems and Microsoft Office tools.
Minimum 8 years of experience, a Bachelor’s in Accounting or Finance, and FINRA Series 65 or 66 are
#J-18808-LjbffrSenior Wealth Advisor – Total Wealth Planning Leader in richland at Unknown Company
This position is listed as full time and onsite.