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Wealth Planning Associate - Flexible PTO & Parental Leave
Job in
Eau Claire, Eau Claire County, Wisconsin, 54701, USA
Listed on 2026-08-13
Listing for:
CLA (CliftonLarsonAllen)
Part Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
CLA is seeking 4 Associate Wealth Advisors in Milwaukee, Eau Claire, and Stevens Point, WI. This role delivers centralized financial planning support to Wealth Advisors and Senior Wealth Advisors, turning data into clear plans. With a focus on plan construction, analysis, and ongoing optimization, you collaborate with local advisory teams to deliver high-quality, scalable planning solutions.
Minimum experience is none; 1 year preferred. A Bachelor's degree in Accounting or Finance is required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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