Senior Wealth Advisor - Wealth Advisory - Green Bay, WI
CLA (CliftonLarsonAllen)•Green Bay, WI
•Onsite
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. Relevant experience may be accepted in lieu of certification.
Nice To Haves
- 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.
Benefits
- health, dental, vision, 401k
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Senior
