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Senior Wealth Advisor - Wealth Advisory - Roseville, CA

  • Job
    Full-time
    Senior & Expert Level
  • Accounting & Tax
  • Sacramento
  • Quick Apply

Requirements

  • Experience: Minimum of EIGHT (8) years of progressively responsible financial services experience.
  • Education: Bachelor’s degree in Accounting, Finance, or a related field.
  • Certifications/Licenses: FINRA Series 65 or 66 Required.
  • Existing Transferrable Book of Business Preferred.
  • CFP preferred.

Responsibilities

  • Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations.
  • Client Support: Manage existing & new referral relationships.
  • Technical Competencies: 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.

Create Opportunities

Accounting
Industry
5001-10,000
Employees
2012
Founded Year

Mission & Purpose

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.