FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Associate Wealth Advisor – Financial Planning Center
CLA (CliftonLarsonAllen). Financial Planning: Build powerful, end-to-end financial plans that drive real client decisions.
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.
- Combination of relevant experience, education, and training may be accepted in lieu of degree.
- 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 resumeApplicant 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 synthesismodelinginvestment analysisinsurance analysisstrategy designcash flow analysis
Soft Skills
communicationpresentation skillsproblem-solvingcollaborationinnovationclient relationship managementattention to detailorganizational skillsanalytical thinkingadaptability
Certifications
FINRA Series 65FINRA Series 66