CliftonLarsonAllen
Senior Wealth Advisor — Total Wealth Planning & Growth
CliftonLarsonAllen, Eau Claire, Wisconsin, United States, 54701
A top national professional services firm seeks a Senior Wealth Advisor in Eau Claire, WI. The role involves managing client relationships and providing comprehensive financial advisory services. Candidates should have 8+ years in financial services, a Bachelor's degree in finance or accounting, and relevant certifications like CFP. The firm offers a supportive culture, flexible PTO, and other benefits to ensure employee well-being.
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