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

CLA

Eau Claire, WI, US
Competitive compensation structure; discretionary ...
**
Advanced knowledge of tax and investments
Manage existing and new referral relationships
Deliver comprehensive personal financial plans
** CLA, a top 10 national professional services firm, seeks a Senior Wealth Advisor for its Eau Claire or Wausau, WI offices. The role involves providing comprehensive financial advisory services, especially tailored to high-net-worth women and women-led businesses. **

Job Summary

  • The role serves as a relationship manager providing Total Wealth Advisory anchored in a personal financial plan spanning financial and tax needs.
  • Growth is fueled by access to over 100,000 individual tax clients and 75,000 privately held businesses without relying on paid lead programs.
  • The company offers flexible PTO, up to 12 weeks paid parental leave, and mental health coverage as part of its comprehensive benefits package.

Matching Summary

Match Score: 75

** CLA, a top 10 national professional services firm, seeks a Senior Wealth Advisor for its Eau Claire or Wausau, WI offices. The role involves providing comprehensive financial advisory services, especially tailored to high-net-worth women and women-led businesses. **

Salary

Competitive compensation structure; Discretionary bonuses based on performance; Not specified

Skills & Requirements

Must-have

  • Advanced knowledge of tax and investments
  • Manage existing and new referral relationships
  • Deliver comprehensive personal financial plans

Nice-to-have

  • Thrives in organic growth environment
  • Experience with multi-generational client needs
  • Strong delegation and follow-through skills

Key Requirements

  • Minimum 8 years progressively responsible financial services experience
  • FINRA Series 65 or 66 license required
  • CFP certification or equivalent required
  • Bachelor's degree in Accounting, Finance, or related field

Work Rights

Not specified

Tailored Resume

Cover Letter