Senior Wealth Advisor - Wealth Advisory - Green Bay, WI

CliftonLarsonAllen LLP(2 months ago)

Green Bay, WIOnsiteFull TimeSenior$95,995 - $130,851 (estimated)Wealth Advisory

About this role

CLA is looking to hire a Senior Wealth Advisor to work in their Green Bay, WI office. The Senior Wealth Advisor serves as a relationship manager providing comprehensive wealth advisory services that revolve around personal financial planning, addressing clients' financial and tax needs. This role involves managing client relationships and contributing to their overall financial success.

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Required Skills

Financial Planning
Client Support
Technical Competencies

Qualifications

Bachelor’s degree in Accounting
Finance
FINRA Series 65 or 66
CFP® certification

About CliftonLarsonAllen LLP

claconnect.com

One 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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