Senior Wealth Advisor - Oak Brook, IL
Chicagoonsitesenior$113K – $225K
Posted today · via Workday
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. A platform built for durable, organic growth. Our advisors average $250M in AUM across ~120 households and continue to grow ~10% net new AUM annually—without Schwab or Fidelity referral programs. That growth is fueled by access to 100,000+ individual tax clients and 75,000 privately held businesses, creating one of the deepest organic prospect pipelines in the industry.…
What we'd score you on
reqspace match rubricFive 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 senior-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 Chicago. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included