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.
#J-18808-LjbffrSenior Wealth Advisor - Total Wealth & Women’s Wealth Focus in eau claire at Unknown Company
This position is listed as full time and onsite.