Senior Wealth Advisor - Total Wealth & Women’s Wealth Focus

CliftonLarsonAllen Wealth Advisors LLC; Eau Claire (WI); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401(k) plan

Wellness program

Job summary

CliftonLarsonAllen Wealth Advisors, LLC seeks a Senior Wealth Advisor in Eau Claire, WI or Wausau, WI to lead client strategy within a Total Wealth Advisory framework. You will manage a book of relationships and deliver planning-led advice anchored in a personal financial plan.

The ideal candidate has 8+ years in financial services, a Bachelor's in Accounting/Finance, and FINRA 65/66 with CFP or equivalent.

Qualifications

• Minimum of 8 years of progressively responsible financial services experience.
• Bachelor's degree in Accounting, Finance or a related field preferred.
• FINRA Series 65 or 66 Required. CFP® certification or equivalent may be required/preferred.

Responsibilities

• Gather data from clients in the planning process and oversee/delegate financial planning work.
• Deliver financial plans to clients and make recommendations.
• Manage existing and new referral relationships; provide high‑touch client service.

Skills

Client relationship management

Financial planning

Communication skills

Leadership

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Office

Job description

CliftonLarsonAllen Wealth Advisors, LLC seeks a Senior Wealth Advisor in Eau Claire, WI or Wausau, WI to lead client strategy within a Total Wealth Advisory framework. You will manage a book of relationships and deliver planning-led advice anchored in a personal financial plan.

The ideal candidate has 8+ years in financial services, a Bachelor's in Accounting/Finance, and FINRA 65/66 with CFP or equivalent.