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Senior Wealth Advisor - Wealth Advisory

CliftonLarsonAllen - Whitakers, NC

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Job Description

CLA is a top 10 national professional services firm with a mission to create opportunities every day for our clients, our people, and our communities. We specialize in wealth advisory, digital, audit, tax, consulting, and outsourcing services. With over 8,500 employees and 130 U.S. locations, we promise to know you and provide tailored support. At CLA, we are committed to fostering a culture that embraces diverse beliefs and perspectives, enabling us to genuinely know and assist our clients, communities, and each other. About the Role: We are seeking a Senior Wealth Advisor to lead our efforts in serving the North Carolina market. The Senior Wealth Advisor (SWA) will act as a relationship manager, delivering comprehensive

Created: 2026-03-04

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