Senior Wealth Advisor - Wealth Advisory - Phoenix
CLA (CliftonLarsonAllen)Phoenix, Arizona, United States
Posted February 11, 2026
Full Time
About the Company
CLA is a top 10 national professional services firm dedicated to building a culture that invites different beliefs and perspectives to the table.
Job Description
CLA is looking to hire a Senior Wealth Advisor to work in our Phoenix, AZ office. The Senior Wealth Advisor serves as a relationship manager providing 'Total Wealth Advisory' services to their clients.
Requirements
- Financial Planning
- Client Support
- Technical Competencies
Benefits
- Flexible PTO
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits