Senior Wealth Advisor - Wealth Advisory - Eau Claire, WI or Wausau, WI

CliftonLarsonAllen•Eau Claire, WI

11h

About The Position

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 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role: CLA is looking to hire a Senior Wealth Advisor to work in our Eau Claire, WI or Wausau, WI office. The Senior Wealth Advisor (SWA) serves as a relationship manager providing “Total Wealth Advisory” services to their clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all of clients financial and tax needs. The SWA should have advanced knowledge in tax, investments, financial planning, insurance and estate and retirement planning. The SWA will manage a book of client relationships and will delegate work as appropriate. This advisor would support the team in state-wide client needs.

Requirements

Experience : Minimum of EIGHT (8) years of progressively responsible financial services experience.
Education : Bachelor’s degree in Accounting, Finance, or a related field.
Certifications/Licenses: FINRA Series 65 or 66 Required .
CFP® certification or equivalent required.

Nice To Haves

Existing Transferrable Book of Business Preferred.
Relevant experience may be accepted in lieu of certification.

Responsibilities

Financial Planning: Gather data from clients in the planning process.
Oversee and delegate financial planning work.
Deliver financial plans to clients and make recommendations.
Client Support: Manage existing & new referral relationships.
Technical Competencies: Maintain a working knowledge/competency of appropriate systems applications utilized by firm.
Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.

Benefits

Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
This role is eligible for discretionary bonuses based on company performance and other factors.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights.
Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here