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Strategic Portfolio Architect in Wealth Advisory
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-06-03
Listing for:
CLA (CliftonLarsonAllen)
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
CLA (Clifton Larson Allen ) seeks a Financial Services Support Specialist in Madison to assist Senior Wealth Advisors in delivering comprehensive financial services.
The ideal candidate will have solid experience in investment management and a strong background in financial planning. The position offers flexible PTO, paid parental leave, and a competitive compensation range of $48,700 – $85,000 annually.
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