Senior Wealth Advisor - Oak Brook, IL

CLA (CliftonLarsonAllen)•Chicago, IL

62d•$113,000 - $225,000•Onsite

About The Position

CLA is a top 10 national professional services firm focused on creating opportunities for clients, employees, and communities through wealth advisory, digital, audit, tax, consulting, and outsourcing services. The firm emphasizes industry-focused expertise and a personalized approach, even with its large size. CLA offers a platform for organic growth, with advisors averaging $250M in AUM and experiencing significant annual growth, supported by a large base of individual tax clients and privately held businesses. The wealth landscape is evolving, with women becoming primary decision-makers for household wealth and pivotal life transitions highlighting the importance of advisor relationships. CLA's Women & Wealth vision aims to be the trusted advisor of choice for high-net-worth women and women-led businesses, providing personalized tax and wealth strategies. The firm is seeking to add senior wealth advisors in key markets with a competitive compensation structure. The Senior Wealth Advisor (SWA) role serves as a relationship manager, delivering Total Wealth Advisory, a comprehensive, planning-led experience that integrates a client's financial and tax needs. SWAs possess advanced knowledge in tax, investments, financial planning, insurance, and estate and retirement planning. They manage client relationships, lead client strategy, and delegate tasks to ensure a high-touch client experience with strong follow-through. This role is suited for advisors who excel in an environment where planning and tax integration enhance client retention, growth is driven by organic referrals rather than paid leads, and client relationships involve complexity, transitions, and multi-generational needs, including women navigating significant life events.

Requirements

Minimum of EIGHT (8) years of progressively responsible financial services experience.
Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
FINRA Series 65 or 66 Required.
CFP® certification or equivalent required. Relevant experience may be accepted in lieu of certification.

Nice To Haves

Bachelor’s degree in Accounting, Finance or a related field preferred.
Existing Transferrable Book of Business Preferred.

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.