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Senior Wealth Advisor Wealth Advisory - GREEN BAY, WI,

Job Information

Job Order ID :
WI3800460
# of Positions :
1
Minimum Education Level :
Bachelor's Degree
Experience Required :
Training :
Bachelors Degree
Duration :
Shift :
Unspecified
Hours per week:
40

Job Description

 
JOB REQUIREMENTS: 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. Work Activities &
Accountabilities The below functions reflect the general details
necessary to describe the essential work activities and accountabilities
of this position and are not all inclusive. Other activities may be
assigned. 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. Minimum Required
Experience, Education, and Certifications 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 or equivalent required.
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 #LI-MU1 Equal Opportunity Employer /AA
Employer/Minorities/Women/Protected Veterans/Individuals with
Disabilities. Click here to\... For full info follow application link.
CLA is an equal opportunity employer and all qualified applicants will
receive consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, disability status,
protected veteran status, national origin, or any other characteristic
protected by law. EOE/AA Employer/Vets/Disability \*\*\*\*\* APPLICATION
INSTRUCTIONS: Apply Online: ipc.us/t/C421DB6E5C3943C6

Company Information

Name :
CLIFTONLARSONALLEN LLP

Application Information

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