Senior Wealth Advisor: Growth-Focused, Planning-Led

CLA (CliftonLarsonAllen); Chicago (IL); On-site; USD 113,000 - 225,000; Full time

Benefits offered by this job

Discretionary bonuses

Wellness program

Comprehensive benefits

Job summary

CLA is hiring a Senior Wealth Advisor to join our Oak Brook, IL 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.

Qualifications

• Minimum of eight years of progressively responsible financial services experience.
• 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 preferred.

Responsibilities

• 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 Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.

Skills

Financial Planning

Client Relationship Management

Financial analysis

Technical Competencies

Education

Bachelor's degree in Accounting or Finance

CFP certification

FINRA Series 65/66

Tools

MS Office

Excel

PowerPoint

Outlook

Adobe

Job description

CLA is hiring a Senior Wealth Advisor to join our Oak Brook, IL 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.