Associate Wealth Advisor - Financial Planning Center - Various Locations

Job description

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. About the role: CLA is looking to hire 4 total Associate Wealth Advisors with a start date of June 1st in the following locations: · Milwaukee, WI · Minneapolis, MN · Eau Claire, WI · Stevens Point, WI Summary: This role provides centralized financial planning support to advisors across the firm. You will deliver centralized planning expertise to Wealth Advisors and Senior Wealth Advisors, turning complex data into clear, actionable plans. With a focus on plan construction, analysis, and ongoing optimization, you collaborate closely with local advisory teams to deliver consistent, high-quality, and scalable planning solutions that reflect firmwide st...