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Wealth Planning Associate — Centralized Financial Solutions
Job in
Eau Claire, Eau Claire County, Wisconsin, 54701, USA
Listed on 2026-07-13
Listing for:
CliftonLarsonAllen
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Clifton Larson Allen is seeking an Associate Wealth Advisor in Eau Claire, WI to deliver centralized financial planning support. You will help build powerful financial plans, analyze investments, and support advisors in guiding clients towards their goals.
The ideal candidate will hold a Bachelor's degree in Accounting, Finance, or a related field and should strive to obtain a Series 65 certification within 180 days of hire. Comprehensive benefit options are available including health and retirement plans.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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