Senior Wealth Advisor - Wealth Advisory - Eau Claire, WI or Wausau, WI

Our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. CLA is a top 10 national professional services firm with more than 8,500 people, 130 U.S. locations, and a global reach, yet we promise to know you and help you. We are dedicated to building a culture that invites different beliefs and perspectives to the table so we can truly know and help our clients, communities, and each other.

CLA is looking to hire a Senior Wealth Advisor (SWA) to work in our Eau Claire, WI or Wausau, WI office. The SWA will serve as a relationship manager providing “Total Wealth Advisory” services to their clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all of the client’s financial and tax needs.

The SWA should have advanced knowledge in tax, investments, financial planning, insurance, and estate and retirement planning, and will manage a book of client relationships and delegate work as appropriate. This advisor will support the team in state‑wide client needs.

• Financial Planning:
  Gather data from clients, oversee and delegate financial planning work, deliver financial plans, and make recommendations.
• Client Support:
  Manage existing and new referral relationships.
• Technical
  
  Competencies:
  
  Maintain a working knowledge of appropriate systems applications; proficient with Microsoft Office products (Word, Excel, PowerPoint, Outlook) and Adobe.

Minimum of eight (8) years of progressively responsible financial services experience.

Bachelor’s degree in Accounting, Finance, or a related field.

FINRA Series 65 or 66 required. CFP® certification or equivalent required; relevant experience may be accepted.

Existing transferable book of business preferred.

• Flexible PTO
• Up to 12 weeks paid parental leave
• Paid volunteer time off
• Mental health coverage
• Quarterly wellness stipend
• Fertility benefits
• Complete list of benefits available

This role is eligible for discretionary bonuses based on company performance and other factors.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

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Wellness at CLA:
We support our CLA family members by focusing on their physical, financial, social, and emotional well‑being, offering comprehensive benefit options that include health, dental, vision, 401(k), and more.

To view a complete list of benefits .