Senior Wealth Advisor - Wealth Advisory

Why This Role Matters Now

The wealth landscape is changing in a meaningful way: women are increasingly the primary decision-makers for household wealth, and pivotal life transitions often create moments where the right advisor relationship matters most. In our Women & Wealth vision, CLA is focused on becoming the trusted advisor of choice for high-net-worth women and women-led businesses, delivering personalized tax and wealth strategies that protect legacy and align financial decisions with life goals.

CLA is looking to hire a Senior Wealth Advisor to work in our Eau Claire, WI or Wausau, WI office. The SWA serves as a relationship manager providing Total Wealth Advisory—a comprehensive, planning-led experience anchored in a personal financial plan and spanning a client’s financial and tax needs.

Senior Wealth Advisors bring advanced knowledge across tax, investments, financial planning, insurance, and estate and retirement planning. You’ll manage a book of client relationships, lead client strategy, and delegate work appropriately to deliver a high‑touch experience with strong follow‑through.

This role is ideal for an advisor who thrives in an environment where:

• Planning and tax integration elevate the advice (and client stickiness)
• Growth is powered by real, organic access—not paid lead programs
• Client relationships include complexity, transitions, and multi-generational needs (including women navigating moments like business liquidity, divorce, widowhood, caregiving, and career shifts)

• Financial Planning:
  Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations.
• Client Support:
  Manage existing & new referral relationships.
• Technical
  
  Competencies:
  
  Maintain a working knowledge/competency of appropriate systems applications utilized by firm. Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.

Experience: Minimum of 8 years of progressively responsible financial services experience.

• Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
• Bachelor’s degree in Accounting, Finance or a related field preferred.

• FINRA Series 65 or 66 required.
• Existing Transferrable Book of Business preferred.
• CFP certification or equivalent required. Relevant experience may be accepted in lieu of certification.

This role is eligible for discretionary bonuses based on company performance and other factors.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.