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

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.

Senior Wealth Advisors bring advanced knowledge across tax, investments, financial planning, insurance, and estate and retirement planning. You'll manage a book of client relationships, lead client strategy, and delegate work appropriately to deliver a high-touch experience with strong follow-through.

This role is ideal for an advisor who thrives in an environment where:

- Planning and tax integration elevate the advice (and client stickiness) - Growth is powered by real, organic access-not paid lead programs - Client relationships include complexity, transitions, and multi-generational needs (including women navigating moments like business liquidity, divorce, widowhood, caregiving, and career shifts)

- 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.

- 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. - Bachelor's degree in Accounting, Finance or a related field preferred.

- FINRA Series 65 or 66 Required . - Existing Transferrable Book of Business Preferred. - CFP certification or equivalent required. Relevant experience may be accepted in lieu of certification.

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

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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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 .