Senior Wealth Advisor - Oak Brook, IL

CliftonLarsonAllen Wealth Advisors, LLC; Oak Brook (IL); Hybrid; USD 113,000 - 225,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k) plan

Wellness program

Job summary

CliftonLarsonAllen Wealth Advisors, LLC (CLA) seeks a Senior Wealth Advisor to join our Oak Brook, IL office. You will manage a book of client relationships, lead client strategy, and deliver a planning‑led, high‑touch experience anchored in comprehensive financial planning and tax considerations.

The role requires eight years of experience, a Bachelor's in Accounting/Finance, and CFP or equivalent certification.

Qualifications

• Eight years of progressively responsible financial services experience.
• CFP certification or equivalent required; other certifications may be accepted.
• FINRA Series 65 or 66 required; transferable book of business preferred.

Responsibilities

• Gather data from clients in the planning process and oversee financial planning work.
• Manage existing and new referral relationships and deliver financial plans to clients.
• Maintain knowledge of applicable systems and be proficient with MS Office.

Skills

Financial planning

Client relations

MS Office

Communication

Education

Bachelor's degree in Accounting, Finance or related field

Tools

MS Office

Job description

About the role:

CLA is looking to hire a Senior Wealth Advisor to work in 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. You’ll manage a book of client relationships, lead client strategy, and delegate work appropriately to deliver a high‑touch experience with strong follow‑through.

This role is ideal for an advisor who thrives in an environment where:

• Planning and tax integration elevate the advice (and client stickiness).
• Growth is powered by real, organic access—not paid lead programs.
• Client relationships include complexity, transitions, and multi‑generational needs (including women navigating moments like business liquidity, divorce, widowhood, caregiving, and career shifts).

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 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.
• Certifications/Licenses: 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.

This role is eligible for discretionary bonuses based on company performance and other factors. Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The compensation range for this position in Illinois is: $113,000 – $225,000.

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.

Start your inspired career:

When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

Watch our video to see why people join CLA.

About CLA:

CLA exists to create opportunities for our clients, our people, and our communities through industry‑focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC‑registered investment advisor.

Wellness at CLA:

Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well‑being.

CLA is an equal opportunity employer. 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.

If you require reasonable accommodation when completing an application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please contact [e-mail].