CLA (CliftonLarsonAllen) · 2 weeks ago
Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients
Milwaukee, WI
Full-time
Onsite
Mid Level
$72K/yr - $145K/yr
3+ years expCLA (CliftonLarsonAllen) is a top 10 national professional services firm focused on creating opportunities for clients, people, and communities. They are seeking four wealth advisors to deliver comprehensive financial services to existing clients, utilizing strong knowledge in financial planning and investments.
AccountingConsultingOutsourcing
Responsibilities
Prepare and present to clients portfolio reviews, economic outlooks, and financial plans
Advise clients regarding the advantages and disadvantages of different investment strategies
Create, implement, and continually review, a plan that includes strategies designed to help clients act as the steward of the client assets and achieve client satisfaction and loyalty through excellent service
Interact with partner areas to help determine servicing requirements, problem solving strategies, and oversee daily, weekly, and monthly client activity; oversee transaction processing, and handle inquiry resolution
Supply clients with information related to day-to-day transactions, status of implementation plans, and interim information between meetings
Qualification
Required
Three years of experience as a financial advisor serving individual clients
Bachelor's degree is required
Active series 65 or 66 securities license
Preferred
Bachelor's degree in accounting, finance, or a related field preferred
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
Wellness at CLA
Health, dental, vision, 401k and much more
Company
CLA (CliftonLarsonAllen)
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.
5001-10000 employees
H1B Sponsorship
CLA (CliftonLarsonAllen) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (2)
2023 (2)
2022 (3)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Ray Price
Chief Financial Officer
T
Todd A. Steiner
Outsourcing CFO
Recent News
Morningstar.com
2025-11-04
Seattle TechFlash
2025-07-28
Company data provided by crunchbase