JOB REQUIREMENTS: 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 Associate Wealth Advisors in
Milwaukee, 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 standards and best
practices-and make a real difference for clients. This role reports
functionally within the Financial Planning Center. Associates work
closely with Principals, Directors, Senior Wealth Advisors, Wealth
Advisors, and Associate Wealth Advisors. Primary collaboration is
internal and advisor-facing, with direct client interaction increasing
over time. Essential Job Functions: Financial Planning: Build
powerful, end-to-end financial plans that drive real client decisions.
Use firm-approved tools to 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. Investments/Insurance: Analyze
investment and insurance information to support smart, goal-aligned
recommendations within each client\'s total financial plan. Assist
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. Internal Advisor Support: Partner with Wealth Advisors to
solve complex planning challenges, anticipate servicing needs, and
prepare polished financial plans for client meetings. Sharpen plan...
For full info follow application link. CLA is an equal opportunity
employer and all qualified applicants will receive consideration for
employment without regard to race, color, religion, sex, sexual
orientation, gender identity, disability status, protected veteran
status, national origin, or any other characteristic protected by law.
EOE/AA Employer/Vets/Disability ** APPLICATION INSTRUCTIONS:
Apply Online: ipc.us/t/F3F53E4833AB49D8
