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Wealth Planning Associate — Build Clear, End-to-End Plans
Job in
Eau Claire, Eau Claire County, Wisconsin, 54701, USA
Listed on 2026-07-25
Listing for:
CLA (CliftonLarsonAllen)
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
CLA is seeking 4 Associate Wealth Advisors to provide centralized financial planning support across the firm. You will deliver planning expertise to Wealth Advisors and Senior Wealth Advisors, transforming complex data into clear, actionable plans with a focus on plan construction, analysis, and ongoing optimization.
You will collaborate with local advisory teams to deliver consistent, high-quality, scalable planning solutions that reflect firmwide standards, contribute to client outcomes, and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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