Senior Wealth Advisor - Wealth Planning & Growth
Job in
Town of Wausau, Wausau, Marathon County, Wisconsin, USA
Listed on 2026-07-16
Listing for:
CliftonLarsonAllen
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Location: Town of Wausau
CLA is seeking a Senior Wealth Advisor to join our Eau Claire, WI or Wausau, WI offices. You will serve as a relationship manager delivering Total Wealth Advisory through a planning‑led, client‑centered approach.
You will manage a book of client relationships, lead strategy, and delegate work to ensure a high‑touch experience. 8+ years in financial services, a Bachelor's in Accounting/Finance, and CFP or Series 65/66 are required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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