Senior Wealth Advisor: Growth through Tax‑Integrated Planning

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

Benefits offered by this job

Discretionary bonuses

Health benefits

401k plan

Job summary

CliftonLarsonAllen—CLA in Oak Brook, IL—seeks a Senior Wealth Advisor to manage a client book and deliver Total Wealth Advisory anchored by a personal financial plan.

Ideal candidates bring 8+ years in financial services, strong tax planning, investments, and estate/retirement planning, plus FINRA Series 65/66 and CFP. You will lead strategy, mentor staff, and provide high-touch service in a growth-focused environment.

Qualifications

• Minimum 8+ years of progressively responsible financial services experience.
• Bachelor's degree required; Accounting/Finance background preferred.
• FINRA Series 65 or 66 required; CFP or equivalent preferred.

Responsibilities

• Lead and manage a book of client relationships with a holistic wealth approach.
• Provide comprehensive financial planning and tax-aligned guidance.
• Collaborate with advisors to deliver high-touch service and growth.

Skills

Financial Planning

Client Relationship Management

Technical Competencies

Education

Bachelor's degree

CFP certification

FINRA Series 65/66

Tools

MS Word

MS Excel

PowerPoint

Outlook

Adobe

Job description

CliftonLarsonAllen—CLA in Oak Brook, IL—seeks a Senior Wealth Advisor to manage a client book and deliver Total Wealth Advisory anchored by a personal financial plan.

Ideal candidates bring 8+ years in financial services, strong tax planning, investments, and estate/retirement planning, plus FINRA Series 65/66 and CFP. You will lead strategy, mentor staff, and provide high-touch service in a growth-focused environment.