Senior Wealth Advisor - Wealth Advisory - Green Bay, WI

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is looking to hire a Senior Wealth Advisor to work in our Green Bay, WI office.

• 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 (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.

• 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.
• Existing Transferrable Book of Business Preferred.
• CFP certification or equivalent required. Relevant experience may be accepted in lieu of certification.

This role is eligible for discretionary bonuses based on company performance and other factors.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.  to learn about your hiring rights.

Wellness at CLA:
To support our CLA family members, we focus on their physical, financial, social, and emotional well‑being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits, .