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Clifton Larson Allen LLP

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

Madisononsitejunior$49K – $85K

Posted 2 days ago · via Workday

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About this role

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 either the Madison or the the Minneapolis downtown CLA office. Summary This role provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services.…

Read the full description on Clifton Larson Allen LLP's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Madison. We weight your proximity and willingness to relocate.

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