Senior Wealth Advisor — Total Wealth Strategy & Growth

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

Job summary

CLA is seeking a Senior Wealth Advisor to join our Oak Brook, IL office, delivering Total Wealth Advisory through planning-led, personalized financial strategies. You will manage a book of client relationships and lead strategy across tax, investments, and retirement planning, ensuring a high-touch experience with strong follow-through for multi-generational families.

You will be responsible for organic growth, handle complex client needs (including women navigating transitions), and coordinate

Qualifications

• 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.
• FINRA Series 65 or 66 required.
• CFP certification or equivalent required.

Responsibilities

• Gather data from clients and deliver financial plans.
• Manage existing & new referral relationships.
• Maintain knowledge of firm systems and MS Office tools.

Skills

Financial planning

Client relationships

MS Office

Tax planning

Education

Bachelor's degree in Accounting/Finance

Tools

MS Office Suite

Adobe Acrobat

Job description

CLA is seeking a Senior Wealth Advisor to join our Oak Brook, IL office, delivering Total Wealth Advisory through planning-led, personalized financial strategies. You will manage a book of client relationships and lead strategy across tax, investments, and retirement planning, ensuring a high-touch experience with strong follow-through for multi-generational families.

You will be responsible for organic growth, handle complex client needs (including women navigating transitions), and coordinate