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Senior Wealth Advisor — Women & ‑Net‑Worth Wealth
Job in
Eau Claire, Eau Claire County, Wisconsin, 54701, USA
Listed on 2026-06-21
Listing for:
CliftonLarsonAllen
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Clifton Larson Allen is seeking a Senior Wealth Advisor for their Eau Claire, WI or Wausau, WI office. This role focuses on providing Total Wealth Advisory, delivering personalized financial planning and strategies for high-net-worth women and businesses.
The ideal candidate will have at least 8 years of experience in financial services, hold a Bachelor's degree in a relevant field, and possess relevant certifications like CFP. The position offers competitive compensation and a supportive work environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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