Associate Wealth Advisor - Financial Planning Center - Various Locations

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.

Responsibilities

• Build powerful, end-to-end financial plans that drive real client decisions using firm-approved tools.
• Craft integrated strategies across retirement, cash flow, insurance, estate, tax, and investments.
• Turn complexity into clarity through advanced modeling, scenario analysis, and stress testing.
• Partner directly with Wealth Advisors and Senior Wealth Advisors to deliver timely, high-impact planning solutions that elevate client conversations and outcomes while maintaining the highest standards of accuracy and compliance.
• Analyze investment and insurance information to support smart, goal-aligned recommendations within each client’s total financial plan.
• Aid Wealth Advisors in evaluating strategy design, portfolio oversight, and long-term progress.
• Track trends, synthesize data, and help shape planning strategies that keep clients confidently moving toward their goals.
• Partner with Wealth Advisors to solve complex planning challenges, anticipate servicing needs, and prepare polished financial plans for client meetings.
• Sharpen plan presentation skills and help elevate advisor-client discussions.
• Drive innovation within the Financial Planning Center by identifying ways to improve efficiency, accuracy, and scalability.
• Leverage modern planning software and emerging technology to streamline workflows and maximize impact.

Qualifications

• None required, 1 year experience preferred.
• Bachelor’s degree in Accounting, Finance, or a related field is required.
• FINRA Series 65 or 66 certification is required (New hires will have 180 days to obtain this certification. If they do not obtain the certification in that timeframe and/or they fail after their third attempt, their employment will be terminated).

Benefits

Wellness at CLA focuses on the physical, financial, social, and emotional well-being of our employees and offers comprehensive benefit options including health, dental, vision, 401(k), and much more. To view a complete list of benefits, click here.