Senior Wealth Advisor - Eau Claire, WI

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. · ...

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory digital audit tax consulting and outsourcing services. · Even with more than 8.500 ...

The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) · Review, research and analyze data to crea ...

Tax Planning Specialist · Recruiting Partner: Pathway Talent Partners · Location: Eau Claire, WI · Compensation: $160,000–$200,000 base salary + bonus · About the Opportunity · Pathway Talent Partners is recruiting a Tax Planning Specialist on behalf of a well‑established, indepe ...

Tax Planning Specialist Recruiting Partner: Pathway Talent Partners · Location: Eau Claire, WI · Compensation: $160,000–$220,000 base salary bonus · About the Opportunity · Pathway Talent Partners is recruiting a Tax Planning Specialist on behalf of a well‑established, independen ...

About The Role · The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client ...

About the Role:   · The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the cli ...

Estate Planning Specialist · Recruiting Partner: Pathway Talent Partners · Location: Eau Claire, WI · Compensation: $160-220K base + bonus · About the Opportunity · Pathway Talent Partners is recruiting an Estate Planning Specialist on behalf of a well-established, independent we ...

· Since 1984, Orgel Wealth Management, along with our founder's predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundati ...

EXPERIENCE OUR CULTURE JOIN OUR TEAM · Recognized as a "Best Place to Work" for the 8th year in a row by Business Intelligence Group, Trust Point Inc. of Eau Claire, WI. is looking to hire a full-time Relationship Manager to join our Wealth Management team. We are looking for an ...

We are looking for an individual that will use their passion for finance, investments, and planning to build impactful, trustworthy and long lasting relationships with their clients. · ...

EXPERIENCE OUR CULTURE JOIN OUR TEAM · Recognized as a "Best Place to Work" for the 8th year in a row by Business Intelligence Group, Trust Point Inc. of Eau Claire, WI. is looking to hire a full-time Relationship Manager to join our Wealth Management team. We are looking for an ...

We are looking for an individual that will use their passion for finance, investments, and planning to build impactful, trustworthy and long lasting relationships with their clients. · a complete line of benefits including health dental life long term disability paid holidays and ...

Tax Planning Specialist · Recruiting Partner: Pathway Talent Partners · Location: Eau Claire, WI · Compensation: $160,000–$200,000 base salary + bonus · About the Opportunity · Pathway Talent Partners is recruiting a Tax Planning Specialist on behalf of a well‑established, in ...

Estate Planning Specialist · Recruiting Partner: Pathway Talent Partners · Location: Eau Claire, WI · Compensation: $160-220K base + bonus · About the Opportunity · Pathway Talent Partners is recruiting an Estate Planning Specialist on behalf of a well-established, independen ...

· Join the Orgel Wealth Management Team. Since 1984, Orgel Wealth Management has been committed to providing comprehensive wealth management services to a diverse group of families and individuals. · Execute daily trades, including portfolio/account rebalancing · Manage rebalanc ...

Orgel Wealth Management seeks an Estate Planning Specialist to serve clients with strategy development and document review for comprehensive estate planning solutions. · Educate clients on basic and advanced estate planning techniques. · Collaborate with clients' attorneys to des ...

We are seeking a Research Analyst who can partner with the in-house research team to refine investment strategies and perform ongoing monitoring of investment managers and market trends. · The Research Analyst works collaboratively with Orgel Wealth Management's in-house research ...

Since 1984, Orgel Wealth Management, along with our founder's predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundations ...

Orgel Wealth Management is seeking a Trade Operations Associate who can support the firm through monitoring client investment portfolios and executing daily trades with proficiency and urgency. · ...