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 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
·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 ...