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Senior Wealth Advisor - Wealth Advisory - Green Bay, WI

Senior Wealth Advisor - Wealth Advisory - Green Bay, WI

CliftonLarsonAllenGreen Bay, WI, US
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Senior Wealth Advisor

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.

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 to work in our Green Bay, WI 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.

Essential Job Functions

  • 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.

Requirements

Experience :

  • Minimum of EIGHT (8) years of progressively responsible financial services experience.

    • Education :

  • Bachelor's degree in Accounting, Finance, or a related field.
  • 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.

    Our Perks

  • Flexible PTO (designed to offer flexible time away for you!)
  • Up to 12 weeks paid parental leave
  • Paid Volunteer Time Off
  • Mental health coverage
  • Quarterly Wellness stipend
  • Fertility benefits
  • Complete list of benefits here

    • Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    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.

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    Senior Wealth Advisor • Green Bay, WI, US

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