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Job description
CliftonLarsonAllen—CLA in Oak Brook, IL—seeks a Senior Wealth Advisor to manage a client book and deliver Total Wealth Advisory anchored by a personal financial plan.
Ideal candidates bring 8+ years in financial services, strong tax planning, investments, and estate/retirement planning, plus FINRA Series 65/66 and CFP. You will lead strategy, mentor staff, and provide high-touch service in a growth-focused environment.
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.