Senior Wealth Advisor Total Wealth Planning - Eau Claire - CliftonLarsonAllen

    CliftonLarsonAllen
    CliftonLarsonAllen Eau Claire

    2 days ago

    Description
    A top national professional services firm seeks a Senior Wealth Advisor in Eau Claire, WI. The role involves managing client relationships and providing comprehensive financial advisory services.

    Candidates should have 8+ years in financial services, a Bachelor's degree in finance or accounting, and relevant certifications like CFP.

    The firm offers a supportive culture, flexible PTO, and other benefits to ensure employee well-being.

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    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day for our clients and people.We are looking for a Senior Wealth Advisor to work in Eau Claire WI or Wausau WI office. · ...

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