Senior Wealth Advisor - Wealth & Women’s Wealth Focus
Listed on 2026-10-07
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Clifton Larson Allen Wealth Advisors, LLC seeks a Senior Wealth Advisor in Eau Claire, WI or Wausau, WI to lead client strategy within a Total Wealth Advisory framework. You will manage a book of relationships and deliver planning-led advice anchored in a personal financial plan.
The ideal candidate has 8+ years in financial services, a Bachelor's in Accounting/Finance, and FINRA 65/66 with CFP or equivalent.
We are looking to fill the Senior Wealth Advisor - Total Wealth & Women’s Wealth Focus position at Clifton Larson Allen Wealth Advisors LLC in Eau Claire, WI, United States.
The position is based in Eau Claire, WI, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 140..
We aim to respond to suitable candidates as soon as possible.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).