Senior Wealth Advisor - Wealth Advisory - Dallas, TX

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 le...