CliftonLarsonAllen (CLA) seeks a Senior Wealth Advisor to join our Eau Claire, WI or Wausau, WI offices. You will serve as a relationship manager delivering comprehensive wealth planning, tax, investments, and estate strategies, while guiding a client book and coordinating senior-level advisory services.
The role requires eight years in financial services, a Bachelor's in Accounting or Finance, and CFP/Series 65/66 eligibility.
#J-18808-LjbffrSenior Wealth Advisor - Total Wealth Planning & Growth in eau claire at Unknown Company
This position is listed as full time and onsite.