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C
CliftonLarsonAllen
CAAS - Controller (Retail Industry) | Green Bay, WI
Career Insights for Financial Planner / Investment Consultant
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Based on Wisconsin data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$103,903 / year median in Wisconsin
+1% projected growth
Job Description
CAAS - Controller (Retail Industry) | Green Bay, WI CliftonLarsonAllen 401(k) United States, Wisconsin, Appleton 200 East Washington Street (Show on map) Jul 29, 2026 At CLA, 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.