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Senior Wealth Advisor — Wealth Planning
Job in
Town of Wausau, Wausau, Marathon County, Wisconsin, 54401, USA
Listed on 2026-01-02
Listing for:
CliftonLarsonAllen
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
Location: Town of Wausau
A top national professional services firm is seeking a Senior Wealth Advisor for its Wausau office. This role involves serving as a relationship manager to deliver Total Wealth Advisory services, which includes comprehensive financial planning tailored to clients' needs. Applicants should possess extensive financial services experience, a bachelor's degree in a relevant field, and necessary certifications. The firm offers flexible PTO, wellness benefits, and the potential for discretionary bonuses based on performance.
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Position Requirements
10+ Years
work experience
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