Senior Wealth Advisor - Total Wealth Planning Lead

CLA (CliftonLarsonAllen); Town of Wausau (WI); On-site; USD 120,000 - 155,000; Full time

Benefits offered by this job

Discretionary bonuses

Health, dental, vision benefits

401(k) plan

Job summary

CLA (CliftonLarsonAllen) is seeking a Senior Wealth Advisor to manage a client book and provide comprehensive wealth planning in Eau Claire or Wausau, WI. The role integrates tax, investments, insurance, and estate planning into a personalized financial plan with a high-touch client experience.

Ideal candidates have 8+ years in financial services, a Bachelor's degree, CFP or equivalent, and FINRA licenses. Bonus eligibility and strong growth opportunities are provided in a collaborative,

Qualifications

• 8+ years of progressively responsible financial services experience.
• Bachelor's degree required; combination of experience and training may be accepted.
• CFP certification or equivalent required; transfer of business experience considered.
• FINRA Series 65 or 66 required.

Responsibilities

• Lead client strategy and manage a book of relationships.
• Provide total wealth advisory spanning financial and tax needs.
• Deliver high-touch client service and ensure follow-through.

Skills

Financial Planning

Client Relationship Management

Strategic thinking

Education

Bachelor's degree required

Accounting/Finance preferred

Tools

MS Office

Job description

CLA (CliftonLarsonAllen) is seeking a Senior Wealth Advisor to manage a client book and provide comprehensive wealth planning in Eau Claire or Wausau, WI. The role integrates tax, investments, insurance, and estate planning into a personalized financial plan with a high-touch client experience.

Ideal candidates have 8+ years in financial services, a Bachelor's degree, CFP or equivalent, and FINRA licenses. Bonus eligibility and strong growth opportunities are provided in a collaborative,