Senior Wealth Advisor — Organic Growth & Holistic Planning

CLA (CliftonLarsonAllen); Eau Claire (WI); On-site; USD 120,000 - 165,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CLA is seeking a Senior Wealth Advisor to join our Eau Claire, WI or Wausau, WI offices. You will act as a relationship manager delivering Total Wealth Advisory, anchored by a personal financial plan, spanning a client’s financial and tax needs.

You’ll bring advanced knowledge across tax, investments, financial planning, insurance, and estate and retirement planning. This role manages a book of client relationships, leads strategy, and ensures high‑touch service with strong follow‑through.

Qualifications

• Minimum of 8 years of progressively responsible financial services experience.
• Bachelor’s degree in Accounting, Finance, or a related field.
• FINRA Series 65 or 66 required.
• CFP® certification or equivalent required; relevant experience may be accepted in lieu of certification.

Responsibilities

• Financial Planning: Gather data, oversee planning work, deliver financial plans and recommendations.
• Client Support: Manage existing and new referral relationships.
• Technical Competencies: Maintain knowledge of systems and MS Office suite.

Skills

Wealth management

Financial planning

Client relationships

Tax planning

Education

Bachelor's degree in Accounting or Finance

Tools

MS Office (Word, Excel, PowerPoint, Outlook)

Job description

CLA is seeking a Senior Wealth Advisor to join our Eau Claire, WI or Wausau, WI offices. You will act as a relationship manager delivering Total Wealth Advisory, anchored by a personal financial plan, spanning a client’s financial and tax needs.

You’ll bring advanced knowledge across tax, investments, financial planning, insurance, and estate and retirement planning. This role manages a book of client relationships, leads strategy, and ensures high‑touch service with strong follow‑through.