Senior Wealth Advisor - Wealth Advisory - Dallas, TX
CLA (CliftonLarsonAllen)Dallas, Texas, United States • Fort Worth, Texas, United States
Posted December 4, 2025
Full Time
About the Company
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Job Description
CLA is looking for a Senior Wealth Advisor to work in our Dallas, TX office. The Senior Wealth Advisor serves as a relationship manager providing “Total Wealth Advisory” services to clients. The SWA should have advanced knowledge in tax, investments, financial planning, insurance and estate and retirement planning.
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.
- Existing Transferrable Book of Business Preferred.
- CFP certification or equivalent required. Relevant experience may be accepted in lieu of certification.
Benefits
- Flexible PTO
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits