We strive every day to exemplify our CLA values – curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one’s actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.

CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other. 

Our Madison, WI location is seeking Wealth Advisory Investments Intern.  This internship would be a 12-week Summer Internship rotating between 4 of the CLA investment teams learning a new area of Wealth Advisory!

Come and see for yourself!

PRIMARY RESPONSIBILITIES

Investment Lab:  Assist in developing investment strategy presentations for advisors to present to clients, leveraging CLA’s proprietary analytics platform under the guidance of senior team members.Investment Trading: Collaborate with Trading Associates and the Trading Director to monitor accounts for policy reviews, assist in allocation rebalancing, and support account setup.Investment Operations: Work with the Director of Operations and the Billing & Reporting Director to address operational needs related to the investment platform. Facilitate investment account activities between vendors and CLA, review documents for accuracy, address billing rejections, and maintain client information in internal systems.Internal Client Support: Partner with Wealth Advisors to deliver high-quality service to prospective and existing clients. Respond to service requests in a timely, courteous, and professional manner.Professional Development: Expand industry knowledge through greater exposure to peers, clients, regular self-study, and formal training opportunities.

MINIMUM REQUIREMENTS

Working towards the achievement of a bachelor’s degree – Degree in Accounting or Finance strongly preferred.General knowledge of information technology concepts and application to client situations.Proficient with Microsoft (MS) Windows and Office products.

#LI-TS1

Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
 
Click here to learn about your hiring rights.

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.