Senior Wealth Advisor - Wealth Advisory - Century City, CA or Pasadena, CA
Los Angeles, CAFull-time$112–221K/yrPosted 5mo agoStill listed today
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At a glance
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Requirements
Credentials this posting asks for.
Job overview
CLA is hiring a Senior Wealth Advisor for its Century City or Pasadena office. The advisor serves as a relationship manager, providing planning-led Total Wealth Advisory across clients’ financial and tax needs. The role manages client relationships, leads strategy, and oversees financial planning work. It focuses on high-net-worth clients, complex transitions, and multi-generational needs, with growth supported by organic access to prospective clients.
Skills & qualifications
Skills
Qualifications
Benefits
Full 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. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
A platform built for durable, organic growth.
Our advisors average $250M in AUM across ~120 households and continue to grow ~10% net new AUM annually—without Schwab or Fidelity referral programs. That growth is fueled by access to 100,000+ individual tax clients and 75,000 privately held businesses, creating one of the deepest organic prospect pipelines in the industry.
Why this role matters now: The wealth landscape is changing in a meaningful way: women are increasingly the primary decision‑makers for household wealth, and pivotal life transitions often create moments where the right advisor relationship matters most. In our Women & Wealth vision, CLA is focused on becoming the trusted advisor of choice for high‑net‑worth women and women‑led businesses, delivering personalized tax and wealth strategies that protect legacy and align financial decisions with life goals.
We’re selectively adding senior wealth advisors in key markets and offer a highly competitive compensation structure designed for experienced professionals.
About the role: CLA is looking to hire a Senior Wealth Advisor to work in our Century City, CA or Pasadena, CA office.
The SWA serves as a relationship manager providing Total Wealth Advisory—a comprehensive, planning‑led experience anchored in a personal financial plan and spanning a client’s financial and tax needs.
Senior Wealth Advisors bring advanced knowledge across tax, investments, financial planning, insurance, and estate and retirement planning. You’ll manage a book of client relationships, lead client strategy, and delegate work appropriately to deliver a high‑touch experience with strong follow‑through.
This role is ideal for an advisor who thrives in an environment where:
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Planning and tax integration elevate the advice (and client stickiness)
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Growth is powered by real, organic access—not paid lead programs
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Client relationships include complexity, transitions, and multi‑generational needs (including women navigating moments like business liquidity, divorce, widowhood, caregiving, and career shifts)
Essential Job Functions
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Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations.
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Client Support: Manage existing & new referral relationships.
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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.
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® certification or equivalent required. Relevant experience may be accepted in lieu of certification.
This role is eligible for discretionary bonuses based on company performance and other factors.
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
The wage range for this position in California is: $112,300.00-$221,000.00
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA To 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.
How this job compares
Set against the 454 open Wealth Advisor jobs on Olive Jobs, counted November 10, 2026.
- Pay
- This posting$112–221K/yr
- US median$103–140K/yr223 salary ranges
This range's midpoint, $167K, is 37% above the US median midpoint ($121K) — in the middle half of Wealth Advisor salary ranges across the US.
- Openings
- Olive Jobs lists 40 open Wealth Advisor jobs in California and 454 across the US. 2% of them nationwide are listed as remote or flexible.
- Hiring the most in California
- Robert Half9 open
- Charles Schwab6 open
- Columbia Bank6 open
- Experience
- This posting asks for at least 8 years of experience — more than three in four Wealth Advisor postings that state a minimum ask for (median 5 years, across 381 postings).
- Education
- This posting asks for a bachelor's degree; 251 of the 454 open Wealth Advisor jobs (55%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 10, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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