Senior Wealth Advisor - Wealth Advisory - Dallas, TX

CLA (CliftonLarsonAllen) • Fort Worth, TX

107d

About The Position

CLA is looking to hire a Senior Wealth Advisor to work in our Dallas, TX 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. This advisor would support the team in state-wide client needs.

Requirements

• Minimum of EIGHT (8) years of progressively responsible financial services experience.
• Bachelor’s degree in Accounting, Finance, or a related field.
• FINRA Series 65 or 66 Required.
• CFP® certification or equivalent required.
• Existing Transferrable Book of Business Preferred.
• Relevant experience may be accepted in lieu of certification.

Responsibilities

• Gather data from clients in the planning process.
• Oversee and delegate financial planning work.
• Deliver financial plans to clients and make recommendations.
• Manage existing & new referral relationships.
• 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.

Benefits

• 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
• Comprehensive benefit options that include health, dental, vision, 401k and much more.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree