Senior Wealth Advisor - Wealth Advisory - Green Bay, WI

Clifton Larson Allen • Green Bay, WI

105d

About The Position

CLA is looking to hire a Senior Wealth Advisor to work in our Green Bay, WI office. The Senior Wealth Advisor (SWA) serves as a relationship manager providing 'Total Wealth Advisory' services to their clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all of clients financial and tax needs. The SWA should have advanced knowledge in tax, investments, financial planning, insurance and estate and retirement planning. The SWA will manage a book of client relationships and will delegate work as appropriate.

Requirements

• Minimum of EIGHT (8) years of progressively responsible financial services experience.
• Bachelor's degree in Accounting, Finance, or a related field.
• FINRA Series 65 or 66 Required.
• CFP certification or equivalent required.
• Existing Transferrable Book of Business Preferred.
• Relevant experience may be accepted in lieu of certification.

Responsibilities

• Gather data from clients in the planning process.
• Oversee and delegate financial planning work.
• Deliver financial plans to clients and make recommendations.
• Manage existing & new referral relationships.
• Maintain a working knowledge/competency of appropriate systems applications utilized by firm.
• Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.

Benefits

• Flexible PTO (designed to offer flexible time away for you!)
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree