Wealth Planning Associate — Impactful Client Planning

CliftonLarsonAllen; Milwaukee (WI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health benefits

Dental insurance

Vision insurance

401k

Job summary

CLA in Milwaukee is hiring Associate Wealth Advisors to provide centralized financial planning support to advisors. You'll turn data into actionable plans across retirement, cash flow, tax and investments, collaborating with local advisory teams.

The role reports to the Financial Planning Center, with increasing client interaction over time; prerequisites include a bachelor's degree in Accounting or Finance and FINRA Series 65 or 66, with 180 days to obtain if not yet held.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 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 is preferred.

Responsibilities

• Financial Planning: Build end-to-end financial plans across retirement, cash flow, insurance, estate, tax and investments.
• Investments/Insurance: Analyze information to support goal-aligned recommendations within the plan.
• Internal Advisor Support: Prepare polished financial plans for client meetings and drive efficiency within the center.

Skills

Financial planning

Data analysis

Advanced modeling

Client communication

Education

Bachelor's degree in Accounting

FINRA Series 65 or 66

Job description

CLA in Milwaukee is hiring Associate Wealth Advisors to provide centralized financial planning support to advisors. You'll turn data into actionable plans across retirement, cash flow, tax and investments, collaborating with local advisory teams.

The role reports to the Financial Planning Center, with increasing client interaction over time; prerequisites include a bachelor's degree in Accounting or Finance and FINRA Series 65 or 66, with 180 days to obtain if not yet held.