$53K - $93K/yr
CLA is a top 10 national professional services firm where our purpose is to create opportunities ... We pay competitive wages and view compensation as an investment in our people. Factors such as ...
$53K - $93K/yr
CLA is a top 10 national professional services firm where our purpose is to create opportunities ... We pay competitive wages and view compensation as an investment in our people. Factors such as ...
Green Bay, WI · On-site
$13.25 - $15.50/hr
Retail Sales Associate - Part-time We invest in our people and continuously work towards fostering ... What You Bring: • Customer service - or as we call it - culture of customer-obsession by being ...
Green Bay, WI · On-site
$13.25 - $15.50/hr
Retail Sales Associate - Part-time We invest in our people and continuously work towards fostering ... What You Bring: • Customer service - or as we call it - culture of customer-obsession by being ...
WI · On-site
$13.25 - $15.50/hr
Retail Sales Associate - Part-time We invest in our people and continuously work towards fostering ... What You Bring: • Customer service - or as we call it - culture of customer-obsession by being ...
WI · On-site
$13.25 - $15.50/hr
Retail Sales Associate - Part-time We invest in our people and continuously work towards fostering ... What You Bring: • Customer service - or as we call it - culture of customer-obsession by being ...
Ashwaubenon, WI · On-site
$14.25 - $19/hr
We Value Our People Actively invests in personal growth and development Demonstrates respect and ... Qualifications Strong communication and customer service skills Specialty selling/retail experience ...
Ashwaubenon, WI · On-site
$14.25 - $19/hr
We Value Our People Actively invests in personal growth and development Demonstrates respect and ... Qualifications Strong communication and customer service skills Specialty selling/retail experience ...
WI · On-site
$14.75 - $16.75/hr
Retail Sales Associate - Part-time We invest in our people and continuously work towards fostering ... What You Bring: • Customer service - or as we call it - culture of customer-obsession by being ...
WI · On-site
$14.75 - $16.75/hr
Retail Sales Associate - Part-time We invest in our people and continuously work towards fostering ... What You Bring: • Customer service - or as we call it - culture of customer-obsession by being ...
Bellevue, WI · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
Bellevue, WI · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
Kaukauna, WI · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
Kaukauna, WI · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
Bellevue, WI · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
Bellevue, WI · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
Appleton, WI · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
Appleton, WI · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
Appleton, WI · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
Appleton, WI · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
Bellevue, WI · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
Bellevue, WI · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
Appleton, WI · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
Appleton, WI · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
Wrightstown, WI · On-site
$15.75 - $18.75/hr
We believe in investing in our team members, nurturing their talents, and offering opportunities ... outstanding service. We believe that our customers deserve nothing less than the best, and we ...
New
Wrightstown, WI · On-site
$15.75 - $18.75/hr
We believe in investing in our team members, nurturing their talents, and offering opportunities ... outstanding service. We believe that our customers deserve nothing less than the best, and we ...
New
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Develop proficiency in customer service and sales to deliver personalized technology and service ...
$21.5K - $38.5K
4% of jobs
$38.5K - $55.4K
14% of jobs
$59.3K is the 25th percentile. Wages below this are outliers.
$55.4K - $72.4K
32% of jobs
The median wage is $72.9K / yr.
$72.4K - $89.4K
18% of jobs
$89.4K - $106.4K
7% of jobs
$106.8K is the 75th percentile. Wages above this are outliers.
$106.4K - $123.4K
12% of jobs
$123.4K - $140.4K
9% of jobs
$140.4K - $157.4K
4% of jobs
$157.4K - $174.3K
0% of jobs
$174.3K - $191.3K
0% of jobs
$191.3K - $208.3K
0% of jobs
$21.5K
$94.7K
$208.3K
| Aspect | Investment Services Associate | Financial Advisor |
|---|---|---|
| Credentials | Typically requires FINRA Series 7 and 63 licenses | Often requires Series 7, 66/63, and CFP certification |
| Work Environment | Bank or brokerage firm, supporting client transactions | Independent or firm-based, providing personalized financial planning |
| Employer & Industry | Financial institutions, investment firms | Wealth management firms, independent practices |
| Search & Comparison Intent | Understanding entry-level roles supporting investments | Seeking comprehensive financial planning services |
Investment Services Associates primarily support transaction processing and client account management within financial institutions, often requiring licensing. Financial Advisors focus on personalized financial planning and wealth management, often holding additional certifications. While both roles serve clients' investment needs, the Associate role is more support-oriented, whereas the Advisor provides comprehensive financial advice.
The top searched job categories for Investment Services Associate jobs in Appleton, WI are:
$53K - $93K/yr
Full-time
Medical, Dental, Vision, Retirement
Posted 12 days ago
7.1
Based on 30 frontline employees who took The Breakroom Quiz
22nd of 23 rated bookkeepers and accountants
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 9,000 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.
CLA is currently seeking an Associate to join our CAAS (Manufacturing Industry) team based out of our Minneapolis, MN; Milwaukee, WI; Appleton, WI; or Green Bay, WI.
Job Responsibilities:
Client Service: Gains ability to handle multiple clients, software, and chart of accounts daily, weekly and monthly basis.
Day to Day Transactions: Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.
Month End Processing: Completes financial statements. Coordinates and completes account reconciliations (i.e. bank & credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals.) Completes complex account reconciliations that have been previously set up and supported by Senior Associate, Assistant Controller, Controller or CFO.
Quarterly/Annual Processing: Completes sales tax returns, Form 1099s and other forms or items as requested by clients.
Job Requirements:
Accounting and financial experience is preferred.
Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.
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 Minneapolis is: $53,700 - $93,000.
#LI -SW1
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.
Get the full story on Breakroom
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CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.
Accounting services
5,001 - 10,000 Employees
Minneapolis, MN, US
2012
