Associate Wealth Advisor Financial

CLA EAU CLAIRE • Eau Claire, WI • 21h ago

JOB REQUIREMENTS: CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role: CLA is looking to hire 4 total Associate Wealth Advisors with a start date of June 1st in the following locations: Milwaukee, WI \Eau Claire, WI \Stevens Point, WI Summary: This role provides centralized financial planning support to advisors across the firm. You will deliver centralized planning expertise to Wealth Advisors and Senior Wealth Advisors, turning complex data into clear, actionable plans. With a focus on plan construction, analysis, and ongoing optimization, you collaborate closely with local advisory teams to deliver consistent, high-quality, and scalable planning solutions that reflect firmwide standards and best practices-and make a real difference for clients. This role reports functionally within the Financial Planning Center. Associates work closely with Principals, Directors, Senior Wealth Advisors, Wealth Advisors, and Associate Wealth Advisors. Primary collaboration is internal and advisor-facing, with direct client interaction increasing over time. Essential Job Functions: Financial Planning: Build powerful, end-to-end financial plans that drive real client decisions. Use firm-approved tools to craft integrated strategies across retirement, cash flow, insurance, estate, tax, and investments. Turn complexity into clarity through advanced modeling, scenario analysis, and stress testing. Partner directly with Wealth Advisors and Senior Wealth Advisors to deliver timely, high-impact planning solutions that elevate client conversations and outcomes-while maintaining the highest standards of accuracy and compliance. Investments/Insurance: Analyze investment and insurance information to support smart, goal-aligned recommendations within each client\'s total financial plan. Assist Wealth Advisors in evaluating strategy design, portfolio oversight, and long-term progress. Track trends, synthesize data, and help shape planning strategies that keep clients confidently moving toward their goals. Internal Advisor Support: Partner with Wealth Advisors to solve complex planning... For full info follow application link. CLA is an equal opportunity employer and 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. EOE/AA Employer/Vets/Disability *** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/F3F53E4833AB49D8

Similar Jobs

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)