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

CLA (CliftonLarsonAllen)•Wausau, WI

117d•Hybrid

About The Position

CLA is a top 10 national professional services firm focused on creating opportunities for clients, employees, and communities through wealth advisory, digital, audit, tax, consulting, and outsourcing services. This role is crucial in addressing the evolving wealth landscape, particularly focusing on women as primary decision-makers and supporting clients through significant life transitions. The firm is seeking experienced Senior Wealth Advisors in Eau Claire, WI or Wausau, WI, offering a competitive compensation structure. The Senior Wealth Advisor will act as a relationship manager, providing comprehensive Total Wealth Advisory services that integrate financial and tax needs, anchored in a personal financial plan. This involves leveraging advanced knowledge in tax, investments, financial planning, insurance, and estate/retirement planning. The role requires managing a client base, leading client strategy, and delegating tasks to ensure a high-touch client experience with strong follow-through. The ideal candidate will thrive in an environment where planning and tax integration enhance client relationships and growth is driven by organic client referrals rather than paid lead programs. The role specifically caters to clients with complex needs, multi-generational requirements, and those navigating significant life events.

Requirements

Minimum of EIGHT (8) years of progressively responsible financial services experience.
Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
FINRA Series 65 or 66 Required.
CFP® certification or equivalent required. Relevant experience may be accepted in lieu of certification.

Nice To Haves

Bachelor’s degree in Accounting, Finance or a related field preferred.
Existing Transferrable Book of Business Preferred.

Responsibilities

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