Senior Wealth Advisor- Wealth Advisory - Tri Cities, Washington

About the role

CLA is looking to hire a Senior Wealth Advisor to work in our Tri Cities, WA office or Wenatchee, WA 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.

Responsibilities

• Gather data from clients in the planning process.
• Oversee and delegate financial planning work.
• Deliver financial plans to clients and make recommendations.
• Manage existing & new referral relationships.

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.

Qualifications

• 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.

Pay

The compensation range for this position in Washington is: $109,000 – $191,000. This role is eligible for discretionary bonuses based on company performance and other factors.

Schedule

Details on schedule are not specified.

Benefits

To view a complete list of benefits, click here.