Senior Wealth Advisor — Organic & Holistic Planning
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
CLA is seeking a Senior Wealth Advisor to join our Eau Claire, WI or Wausau, WI offices. You will act as a relationship manager delivering Total Wealth Advisory, anchored by a personal financial plan, spanning a client’s financial and tax needs.
You’ll bring advanced knowledge across tax, investments, financial planning, insurance, and estate and retirement planning. This role manages a book of client relationships, leads strategy, and ensures high‑touch service with strong follow‑through.
We are currently recruiting a Senior Wealth Advisor — Organic Growth & Holistic Planning for our team in Eau Claire, WI, United States.
We appreciate your interest in this position.
Join CLA (Clifton Larson Allen ) and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Wealth Advisor — Organic Growth & Holistic Planning role at CLA (Clifton Larson Allen ), based in Eau Claire, WI, United States.
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