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Portfolio Strategy Associate: Wealth Planning & Analytics
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-06-24
Listing for:
CliftonLarsonAllen
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Clifton Larson Allen is looking for a role that supports Senior Wealth Advisors in delivering comprehensive financial services. The ideal candidate will possess strong investment management skills and experience in financial planning, as well as qualifications towards CFA or CAIA designations.
This position offers flexible PTO, up to 12 weeks paid parental leave, and competitive compensation ranging from $48,700 to $85,000, depending on various factors.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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