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Senior Wealth Advisor | Strategic Financial Planning
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2026-06-24
Listing for:
CliftonLarsonAllen
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Clifton Larson Allen is seeking a Senior Wealth Advisor for its Green Bay, WI office. The role involves financial planning, client support, and maintaining technical competencies in systems applications.
Ideal candidates should have at least 8 years of financial services experience, a Bachelor's degree in Accounting, Finance, or related, and possess a CFP certification or equivalent. The position also offers discretionary bonuses and comprehensive benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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