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Senior Wealth Advisor, Wealth Advisory
Job in
Town of Wausau, Wausau, Marathon County, Wisconsin, 54401, USA
Listed on 2026-01-05
Listing for:
CLA (CliftonLarsonAllen)
Full Time
position Listed on 2026-01-05
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Location: Town of Wausau
A leading professional services firm in Wisconsin is seeking a Senior Wealth Advisor to provide comprehensive wealth advisory services. The ideal candidate will have at least eight years of financial services experience and proficiency in financial planning, tax, and investments. Responsibilities include managing client relationships and delivering personalized financial plans. This position offers flexible PTO and various benefits including paid parental leave and wellness stipends.
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Position Requirements
10+ Years
work experience
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