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View this new "On-Site Wealth Advisor: Holistic Investment Solutions" opening in Eau Claire WI, USA. Apply for jobs in your niche area, and explore related local finance & banking / jobs in Eau Claire and nearby county areas of Wisconsin USA. Our established Learn4Good site has been online since 2003, and we do not charge jobseekers to use our job board.

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Financial Advisor / Consultant Wealth Management Financial Sales Portfolio & Asset Management

On-Site Wealth Advisor: Holistic Investment Solutions

Job in Eau Claire, Eau Claire County, Wisconsin, 54701, USA

Listing for: LPL Financial

Full Time position
Listed on 2026-10-07

Job specializations:

Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management

Salary/Wage Range or Industry Benchmark: 58500 - 70000 USD Yearly USD 58500.00 70000.00 YEAR

Job Description & How to Apply Below

LPL Financial seeks a Wealth Advisor to provide tailored financial services at Royal Credit Union in Eau Claire, Wisconsin. This role involves building relationships with clients, offering a range of investment and insurance solutions, and supporting retail branch staff. Candidates must have at least two years of investment sales experience and maintain necessary licenses. The position includes a competitive salary range of $58,500 to $70,000, with eligibility for sales incentives.
This posting is for the On-Site Wealth Advisor:
Holistic Investment Solutions role at LPL Financial, based in Eau Claire, WI, United States. We would love to welcome a new On-Site Wealth Advisor:
Holistic Investment Solutions to our team in Eau Claire, WI, United States. For the On-Site Wealth Advisor:
Holistic Investment Solutions position at LPL Financial, we are reviewing applications now.

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