Wealth Advisor - Wealth Advisory - Serving Existing Clients - Atlanta, Denver, Minneapolis, or Orlando
Atlanta, GAFull-time$72–145K/yrPosted 2mo agoStill listed today
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At a glance
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Job overview
CLA is hiring four wealth advisors to serve existing clients from its Atlanta, Denver, Minneapolis, or Orlando offices. The role delivers comprehensive financial services and supports client relationships through financial planning, investment advice, and coordinated service. Advisors prepare and present portfolio reviews, economic outlooks, and financial plans, while overseeing client activity and resolving inquiries. A bachelor's degree is required, though relevant experience, education, and training may be accepted in its place.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
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 four wealth advisors to work with our existing clients. This job can be done in one of the following CLA offices: Atlanta, Denver, Minneapolis, or Orlando
This job is working in our CLA office.
Wealth advisors will be responsible for delivering comprehensive, holistic, financial services. They have strong knowledge in financial planning and investments, with general insight to tax, insurance, and estate planning. They work collaboratively as part of a team, to help manage client relationships through standard operating procedures.
Essential Job Functions: Client Service: Prepare and present to clients portfolio reviews, economic outlooks, and financial plans. Advise clients regarding the advantages and disadvantages of different investment strategies. Create, implement, and continually review, a plan that includes strategies designed to help clients act as the steward of the client assets and achieve client satisfaction and loyalty through excellent service. Practice Management: Interact with partner areas to help determine servicing requirements, problem solving strategies, and oversee daily, weekly, and monthly client activity; oversee transaction processing, and handle inquiry resolution. Supply clients with information related to day-to-day transactions, status of implementation plans, and interim information between meetings.
Requirements: Experience: Three years of experience as a financial advisor serving individual clients.
Education: Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree. Bachelor’s degree in accounting, finance, or a related field preferred.
Certifications / Licenses: Active series 65 or 66 securities license Required. Please do not apply if you do not have a securities license.
This job is working in our CLA office.
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 Colorado is: $78,300 – $151,000.
The compensation range for this position in Minneapolis is: $72,000 –$145,000. #LI-MU1
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.
How this job compares
Set against the 459 open Wealth Advisor jobs on Olive Jobs, counted November 10, 2026.
- Pay
- This posting$72–145K/yr
- US median$104–145K/yr228 salary ranges
This range's midpoint, $109K, is 12% below the US median midpoint ($123K) — in the middle half of Wealth Advisor salary ranges across the US.
- Openings
- Olive Jobs lists 459 open Wealth Advisor jobs across the US. 2% of them nationwide are listed as remote or flexible.
- Hiring the most across the US
- PNC108 open
- JPMorgan Chase43 open
- Citizens33 open
- Experience
- This posting asks for at least 3 years of experience; Wealth Advisor postings that state a minimum ask for 5 years at the median (386 postings).
- Education
- 251 of the 459 open Wealth Advisor jobs (55%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 10, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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