Senior Wealth Advisor - Wealth Advisory - Irvine, CA
CLA (CliftonLarsonAllen)Irvine, California, United States
Posted April 2, 2026
124900 - 221000 USD
Full Time
About the Company
CLA is a top 10 national professional services firm that promises to know its clients and help them.
Job Description
CLA is looking to hire a Senior Wealth Advisor in our Irvine, CA office. The Senior Wealth Advisor serves as a relationship manager providing 'Total Wealth Advisory' services to their clients.
Requirements
- Minimum of 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 preferred
Benefits
- Flexible PTO
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits