Senior Wealth Advisor: Total Wealth Planning Leader

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

Benefits offered by this job

Health benefits

Dental & Vision

401k plan

Discretionary bonus

Job summary

CLA seeks a Senior Wealth Advisor to work in our Oak Brook, IL office, managing a book of client relationships and delivering Total Wealth Advisory anchored in a personal financial plan. The role requires eight+ years in financial services, a bachelor’s degree (Accounting/Finance), CFP certification, and FINRA 65/66 licensing.

Compensation includes discretionary bonuses; the Illinois pay range is $113,000–$225,000.

Qualifications

• Minimum of eight years of progressively responsible financial services experience.
• Bachelor’s degree is required; combination of relevant experience may be accepted in lieu of degree.
• CFP certification or equivalent required; FINRA Series 65 or 66 required.

Responsibilities

• Gather data from clients in the planning process and oversee financial planning work.
• Deliver financial plans to clients and make recommendations.
• Manage existing and new referral relationships.
• Maintain knowledge of appropriate firm systems and Microsoft Office products.

Skills

Relationship mgmt

Financial planning

Client support

MS Office

Education

Bachelor's degree (Accounting/Finance)

Tools

CRM systems

Job description

CLA seeks a Senior Wealth Advisor to work in our Oak Brook, IL office, managing a book of client relationships and delivering Total Wealth Advisory anchored in a personal financial plan. The role requires eight+ years in financial services, a bachelor’s degree (Accounting/Finance), CFP certification, and FINRA 65/66 licensing.

Compensation includes discretionary bonuses; the Illinois pay range is $113,000–$225,000.