Senior Wealth Advisor — Organic Growth & Holistic Planning

CLA (CliftonLarsonAllen); Eau Claire (WI); Sur place; USD 120 000 - 165 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

401k

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Wealth management

Financial planning

Client relationships

Tax planning

Formation

Bachelor's degree in Accounting or Finance

Outils

MS Office (Word, Excel, PowerPoint, Outlook)

Description du poste

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.