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,
#J-18808-LjbffrSenior Wealth Advisor - Total Wealth Planning Lead in town of wausau at Unknown Company
This position is listed as full time and onsite.