Senior Wealth Advisor: Wealth Strategy & Growth
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2026-06-15
Listing for:
CLA (CliftonLarsonAllen)
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
CLA (Clifton Larson Allen ) is hiring a Senior Wealth Advisor to work in Green Bay, WI. The role involves providing total wealth advisory services, managing client relationships, and delivering personalized financial plans.
The ideal candidate should possess a bachelor’s degree in Accounting or Finance, have at least 8 years of financial services experience, and hold CFP® certification. Benefits include health, dental, vision, and a 401k plan.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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