About this opportunity
CLA (CliftonLarsonAllen) lists this Senior Wealth Advisor - Total Wealth Planning Lead opportunity in town of wausau, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
CLA (CliftonLarsonAllen) is seeking a Senior Wealth Advisor to manage a client book and provide comprehensive wealth planning in Eau Claire or Wausau, WI. The role integrates tax, investments, insurance, and estate planning into a personalized financial plan with a high-touch client experience.
Ideal candidates have 8+ years in financial services, a Bachelor's degree, CFP or equivalent, and FINRA licenses. Bonus eligibility and strong growth opportunities are provided in a collaborative,
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.