Senior Wealth Advisor — Total Wealth Planning Lead

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

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.