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Senior Wealth Advisor: Wealth Planning
Job in
Eau Claire, Eau Claire County, Wisconsin, 54701, USA
Listed on 2026-01-05
Listing for:
CLA (CliftonLarsonAllen)
Full Time
position Listed on 2026-01-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A top national professional services firm is seeking a Senior Wealth Advisor in Eau Claire or Wausau, WI. This individual will serve as a relationship manager by providing Total Wealth Advisory services, managing client relationships, and delivering bespoke financial plans. Applicants should possess 8+ years of financial services experience and relevant qualifications such as a Bachelor’s degree in Finance and CFP® certification.
A comprehensive benefits package and flexible working options are included.
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Position Requirements
10+ Years
work experience
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