Senior Wealth Advisor - Wealth Advisory - Century City, CA or Pasadena, CA

CLA (CliftonLarsonAllen)•Pasadena, CA

62d•$112,300 - $221,000•Hybrid

About The Position

CLA is looking to hire a Senior Wealth Advisor to work in our Century City, CA or Pasadena, CA office. The SWA serves as a relationship manager providing Total Wealth Advisory—a comprehensive, planning‑led experience anchored in a personal financial plan and spanning a client’s financial and tax needs. Senior Wealth Advisors bring advanced knowledge across tax, investments, financial planning, insurance, and estate and retirement planning. You’ll manage a book of client relationships, lead client strategy, and delegate work appropriately to deliver a high‑touch experience with strong follow‑through. This role is ideal for an advisor who thrives in an environment where: Planning and tax integration elevate the advice (and client stickiness) Growth is powered by real, organic access—not paid lead programs Client relationships include complexity, transitions, and multi‑generational needs (including women navigating moments like business liquidity, divorce, widowhood, caregiving, and career shifts).

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. Relevant experience may be accepted in lieu of certification.

Nice To Haves

Existing Transferrable Book of Business Preferred.

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.