Senior Wealth Advisor - Wealth Advisory - Eau Claire, WI or Wausau, WI
CliftonLarsonAllen LLP(1 month ago)
About this role
CLA is seeking a Senior Wealth Advisor to provide comprehensive "Total Wealth Advisory" services to clients in Eau Claire or Wausau, WI. This role focuses on managing client relationships and delivering personalized financial planning, investment advice, and estate planning services.
Required Skills
- Financial Planning
- Client Support
- Tax Advisory
- Investment Planning
- Estate Planning
Qualifications
- Bachelor’s degree in Accounting
- Finance
- FINRA Series 65 or 66
- CFP® certification
About CliftonLarsonAllen LLP
claconnect.comOne North is a technology-focused company that offers innovative solutions and services, primarily targeted at enhancing operational efficiency for businesses. Their expertise lies in providing tailored digital transformation strategies, data management, and analytics services. With a strong commitment to leveraging modern technology, One North empowers organizations to navigate their growth and innovation effectively.
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