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Job description
CLA is seeking a Senior Wealth Advisor to join our Eau Claire, WI or Wausau, WI offices. You will act as a relationship manager delivering Total Wealth Advisory, anchored by a personal financial plan, spanning a client’s financial and tax needs.
You’ll bring advanced knowledge across tax, investments, financial planning, insurance, and estate and retirement planning. This role manages a book of client relationships, leads strategy, and ensures high‑touch service with strong follow‑through.
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Worksite address
eau claire, WI, 54701, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.