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Senior Wealth Advisor — Wealth Planning & Client
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2025-12-03
Listing for:
CliftonLarsonAllen LLP
Full Time
position Listed on 2025-12-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A top 10 national professional services firm in Green Bay, WI is seeking a Senior Wealth Advisor to provide comprehensive wealth advisory services. The ideal candidate will have at least 8 years of financial services experience and a Bachelor's degree in a relevant field. Responsibilities include managing client relationships, overseeing financial planning, and delivering tailored financial solutions. This firm offers a range of perks including flexible PTO, paid parental leave, and wellness stipends.
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Position Requirements
10+ Years
work experience
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