Portfolio Strategy Associate- Wealth Advisory - Madison, WI or Minneapolis, MN

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.

This job is working in the Minneapolis downtown CLA office.

Summary

This role provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services. They work collaboratively in serving clients as part of a team. They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships.

Essential Job Functions

• Design customized, outcome-oriented portfolios for CLA Wealth Advisory clients, using CLA’s proprietary analytics platform

• Enhance CLA’s portfolio analytics offering by developing new functionality to deliver better portfolio proposals, stress test potential risks and create a robust output template

• Commercialize CLA’s Total Return Portfolio and asset allocation narrative with advisors and key stakeholders – through webinars, blog posts and client presentations

• Assist other areas of the Investment Team which may include Trading and Due Diligence

Our 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

·       Complete list of benefits here

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Minneapolis is: $48,700 – $85,000.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
 
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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.