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

About the role

CLA is looking to hire a Senior Wealth Advisor to work in our Eau Claire, WI or Wausau, WI office. The SWA serves as a relationship manager providing Total Wealth Advisory—a comprehensive, planning-led experience anchored in a personal financial plan and spanning a client’s financial and tax needs.

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.
• Lead client strategy.
• Delegate work appropriately to deliver a high-touch experience with strong follow-through.

Requirements

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

Qualifications

• Experience: Minimum of EIGHT (8) years of progressively responsible financial services experience.
• Education: Bachelor’s degree in Accounting, Finance, or a related field.

Skills

• 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

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.

Pay

The role is eligible for discretionary bonuses based on company performance and other factors.

Schedule

N/A

Benefits

To view a complete list of benefits, click here.