Associate Wealth Advisor - Financial Planning Center

CliftonLarsonAllen; Milwaukee (WI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health benefits

Dental insurance

Vision insurance

401k

Job summary

CLA in Milwaukee is hiring Associate Wealth Advisors to provide centralized financial planning support to advisors. You'll turn data into actionable plans across retirement, cash flow, tax and investments, collaborating with local advisory teams.

The role reports to the Financial Planning Center, with increasing client interaction over time; prerequisites include a bachelor's degree in Accounting or Finance and FINRA Series 65 or 66, with 180 days to obtain if not yet held.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Bachelor's degree is required. Combination of relevant experience, education and training may be accepted in lieu of degree.
• Bachelor's degree in Accounting, Finance or a related field is preferred.

Responsibilities

• Financial Planning: Build end-to-end financial plans across retirement, cash flow, insurance, estate, tax and investments.
• Investments/Insurance: Analyze information to support goal-aligned recommendations within the plan.
• Internal Advisor Support: Prepare polished financial plans for client meetings and drive efficiency within the center.

Skills

Financial planning

Data analysis

Advanced modeling

Client communication

Education

Bachelor's degree in Accounting

FINRA Series 65 or 66

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.

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 Associate Wealth Advisors in Milwaukee, WI

Summary

This role provides centralized financial planning support to advisors across the firm. You will deliver centralized planning expertise to Wealth Advisors and Senior Wealth Advisors, turning complex data into clear, actionable plans. With a focus on plan construction, analysis, and ongoing optimization, you collaborate closely with local advisory teams to deliver consistent, high-quality, and scalable planning solutions that reflect firmwide standards and best practices-and make a real difference for clients.

This role reports functionally within the Financial Planning Center. Associates work closely with Principals, Directors, Senior Wealth Advisors, Wealth Advisors, and Associate Wealth Advisors. Primary collaboration is internal and advisor-facing, with direct client interaction increasing over time.

Essential Job Functions

• Financial Planning: Build powerful, end-to-end financial plans that drive real client decisions. Use firm-approved tools to craft integrated strategies across retirement, cash flow, insurance, estate, tax, and investments. Turn complexity into clarity through advanced modeling, scenario analysis, and stress testing. Partner directly with Wealth Advisors and Senior Wealth Advisors to deliver timely, high-impact planning solutions that elevate client conversations and outcomes-while maintaining the highest standards of accuracy and compliance.
• Investments/Insurance: Analyze investment and insurance information to support smart, goal-aligned recommendations within each client's total financial plan. Assist Wealth Advisors in evaluating strategy design, portfolio oversight, and long-term progress. Track trends, synthesize data, and help shape planning strategies that keep clients confidently moving toward their goals.
• Internal Advisor Support: Partner with Wealth Advisors to solve complex planning challenges, anticipate servicing needs, and prepare polished financial plans for client meetings. Sharpen plan presentation skills and help elevate advisor-client discussions. Drive innovation within the Financial Planning Center by identifying ways to improve efficiency, accuracy, and scalability. Leverage modern planning software and emerging technology to streamline workflows and maximize impact.

Minimum Required Experience, Education, and Certifications

Experience

• None required
• 1 year experience preferred

Education

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

Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.

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

Certifications/Licenses

FINRA Series 65 or 66 Required.

Series 65 certification required (New hires will have 180 days to obtain this certification. If they do not obtain the certification in that timeframe and/or they fail after their third attempt, their employment will be terminated.)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.