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.
#J-18808-LjbffrSenior Wealth Advisor — Women & Wealth Lead in pasadena at Unknown Company
This position is listed as full time and onsite.