Senior Wealth Advisor - Wealth Advisory - Green Bay, WI

About the Role

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 client's 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 delegate work as appropriate.

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

• Minimum of 8 years of progressively responsible financial services experience.
• Bachelor's degree in Accounting, Finance, or a related field.
• FINRA Series 65 or 66 required.
• Existing transferrable book of business preferred.
• CFP certification or equivalent required; relevant experience may be accepted in lieu of certification.
• Bonus eligibility based on company performance and other factors.

CLA is an equal opportunity employer. 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.