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Senior Wealth Advisor — Wealth Planning
Job in
Eau Claire, Eau Claire County, Wisconsin, 54701, USA
Listed on 2026-07-06
Listing for:
CliftonLarsonAllen Wealth Advisors LLC
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Clifton Larson Allen Wealth Advisors LLC is seeking a Senior Wealth Advisor to be based in either Eau Claire or Wausau, WI. This role centers on providing comprehensive wealth advisory services to high-net-worth individuals, ensuring a high-touch client experience and effective management of client relationships.
The ideal candidate will have a strong background in financial services, at least 8 years of experience, and relevant certifications. The position offers a competitive salary, discretionary bonuses, and a comprehensive benefits package.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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