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Senior Wealth Advisor - Wealth Advisory & PTO
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2026-01-12
Listing for:
CliftonLarsonAllen
Part Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
An established industry player is seeking a Senior Wealth Advisor to join their Green Bay office. This role involves providing comprehensive wealth advisory services, including financial planning, tax advice, and investment management. The ideal candidate will have extensive experience in financial services, a strong educational background in accounting or finance, and relevant certifications. This innovative firm values diverse perspectives and is committed to supporting its employees' well-being through a range of benefits.
If you're passionate about helping clients achieve their financial goals, this is the perfect opportunity for you.
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Position Requirements
10+ Years
work experience
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