Senior Wealth Advisor - Wealth Advisory - Eau Claire, Wi Or Wausau, Wi

CLA

Eau Claire, WI, US
Total wealth advisory
Client relationship management
Financial and tax needs
CLA is a top 10 national professional services firm focused on creating opportunities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services

Job Summary

  • CLA is a top 10 national professional services firm focused on creating opportunities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
  • The Senior Wealth Advisor role involves managing client relationships, leading client strategy, and delegating work to deliver a high-touch experience, with a focus on integrating planning and tax advice.
  • The company offers flexible PTO, paid parental leave, paid volunteer time off, mental health coverage, a quarterly wellness stipend, and fertility benefits.

Matching Summary

CLA is a top 10 national professional services firm focused on creating opportunities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.

Skills & Requirements

Must-have

  • Total Wealth Advisory
  • Client relationship management
  • Financial and tax needs
  • Organic prospect pipeline
  • Women & Wealth vision

Nice-to-have

  • High-net-worth women focus
  • Multi-generational client needs
  • Pivotal life transitions

Key Requirements

  • Minimum 8 years financial services experience
  • Bachelor's degree in Accounting or Finance
  • FINRA Series 65 or 66 Required
  • CFP® certification or equivalent required
  • Existing Transferrable Book of Business Preferred

Work Rights

Not specified

Tailored Resume

Cover Letter