Senior Wealth Advisor - Wealth Advisory - Sacramento, CA
Company: Cliftonlarsonallen
Location: Sacramento
Posted on: May 8, 2024
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Job Description:
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.
Qualifications, skills, and all relevant experience needed for this
role can be found in the full description below.
Even with more than 8,500 people, 130 U.S.
locations, and a global reach, we promise to know you and help
you.CLA is dedicated to building a culture that invites different
beliefs and perspectives to the table, so we can truly know and
help our clients, communities, and each other.About the role:CLA is
looking to hire a Senior Wealth Advisor in our Sacramento, CA
office.The Senior Wealth Advisor (SWA) serves as a relationship
manager providing "Total Wealth Advisory" services to their
clients.
Total Wealth Advisory is a comprehensive service that revolves
around a personal financial plan and includes advice on all of
clients financial and tax needs.
The SWA should have advanced knowledge in tax, investments,
financial planning, insurance and estate and retirement
planning.
The SWA will manage a book of client relationships and will
delegate work as appropriate. -Work Activities &
AccountabilitiesThe below functions reflect the general details
necessary to describe the essential work activities and
accountabilities of this position and are not all inclusive. -
Other activities may be assigned.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.Minimum
Required Experience, Education, and CertificationsExperience: -
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.Our
Perks:Flexible PTO (designed to offer flexible time away for
you!)Up to 12 weeks paid parental leavePaid Volunteer Time
OffMental health coverageQuarterly Wellness stipendFertility
benefitsComplete list of benefits hereCompensation StrategyThe wage
range for this position is: $126,000 - $248,000.Factors such as
geography, experience, education, skills, and knowledge may impact
position of pay within the range. - #LI-MU1Equal Opportunity
Employer /AA Employer/Minorities/Women/Protected
Veterans/Individuals with Disabilities.Click here to learn about
your hiring rights.Wellness at CLATo support our CLA family
members, we focus on their physical, financial, social, and
emotional well-being and offer comprehensive benefit options that
include health, dental, vision, 401k and much more.To view a
complete list of benefits click here.SummaryLocation: Sacramento,
CAType: Full time
Keywords: Cliftonlarsonallen, Woodland , Senior Wealth Advisor - Wealth Advisory - Sacramento, CA, Accounting, Auditing , Sacramento, California
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