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Senior Wealth Advisor: Wealth Advisory & Planning
Job in
Eau Claire, Eau Claire County, Wisconsin, 54701, USA
Listed on 2026-01-01
Listing for:
CliftonLarsonAllen LLP
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading professional services firm seeks a Senior Wealth Advisor to manage client relationships and provide comprehensive wealth advisory services. The ideal candidate will have over 8 years in financial services, a bachelor’s degree in accounting or finance, and required certifications.
This role offers flexibility, a supportive work environment, and various perks like paid parental leave and wellness stipends. Join us to advance your career in a firm committed to creating opportunities for clients and employees alike.
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Position Requirements
10+ Years
work experience
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