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Senior Wealth Advisor: Wealth Planning & Growth
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2026-06-23
Listing for:
CliftonLarsonAllen Wealth Advisors LLC
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Clifton Larson Allen Wealth Advisors LLC is seeking a Senior Wealth Advisor in Green Bay, WI. In this role, you will manage client relationships and deliver comprehensive financial plans. Your expertise in tax, investments, and financial planning is vital.
This position requires a minimum of 8 years in financial services and a relevant Bachelor's degree. Certification as a CFP is mandatory, with Series 65 or 66 also required. A book of business is preferred. Bonuses depend on company performance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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