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.
#J-18808-LjbffrSenior Wealth Advisor — Organic Growth & Holistic Planning in eau claire at Unknown Company
This position is listed as full time and onsite.