Senior Wealth Advisor - Wealth Advisory - Eau Claire, WI or Wausau, WI

Senior Wealth Advisor - Wealth Advisory - Eau Claire, WI or Wausau, WI

Company CLA (Clifton Larson Allen ) is a top 10 national professional services firm dedicated to creating opportunities for clients, people, and communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.

Location:

Eau Claire, WI or Wausau, WI office.

The Senior Wealth Advisor (SWA) will serve as a relationship manager providing “Total Wealth Advisory” services. This includes a comprehensive personal financial plan covering clients’ financial and tax needs. The SWA will manage a book of client relationships, delegate work as appropriate, and support state-wide client needs.

• Financial Planning:
  Gather data from clients, oversee and delegate financial planning work, deliver financial plans and make recommendations.
• Client Support:
  Manage existing and new referral relationships.
• Technical
  
  Competencies:
  
  Maintain knowledge of firm systems; proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe.

• Minimum 8 years of progressively responsible financial services experience.
• Bachelor’s degree in Accounting, Finance, or related field.
• FINRA Series 65 or 66 required.
• CFP® certification or equivalent required (experience may be accepted).
• Existing transferable book of business preferred.

• Flexible PTO
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Other benefits: health, dental, vision, 401k, etc.

This role is eligible for discretionary bonuses based on company performance and other factors.

Equal Opportunity Employer, Protected Veterans, Individuals with Disabilities.  to learn about your hiring rights.

Mid‑Senior level

Full‑time

Finance and Sales;
Industries:
Accounting