Associate Wealth Advisor – Financial Planning Center

CLA (CliftonLarsonAllen)

. Financial Planning: Build powerful, end-to-end financial plans that drive real client decisions.

Posted 4/24/2026full-timeMinnesota, Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $54,200 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

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 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.

Requirements

What you’ll need

None required
1 year experience preferred
Bachelor’s degree in Accounting, Finance, or a related field is required
Bachelor’s degree in Accounting, Finance or a related field is preferred
FINRA Series 65 or 66 Required
Series 65 certification 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

Comp & perks

Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial planningscenario analysisstress testingportfolio oversightdata synthesisstrategy designmodelinginvestment analysisinsurance analysiscash flow analysis

Soft Skills

communicationpresentation skillsproblem-solvingcollaborationinnovationclient relationship managementattention to detailorganizational skillsanalytical thinkingadaptability

Certifications

FINRA Series 65FINRA Series 66