Senior Wealth Advisor

divh2Senior Wealth Advisor/h2pCLA 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./ppAbout the role:/ppCLA is looking to hire a Senior Wealth Advisor to work in our Eau Claire, WI or Wausau, WI office./ppThe 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./ppThis advisor would support the team in state-wide client needs./ppEssential Job Functions:/pulliFinancial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations./liliClient Support: Manage existing new referral relationships./liliTechnical 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./li/ulpRequirements:/ppExperience:/ppMinimum of EIGHT (8) years of progressively responsible financial services experience./ppEducation:/ppBachelors degree in Accounting, Finance, or a related field./ppCertifications/Licenses:/ppFINRA 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./ppOur Perks:/pulliFlexible PTO (designed to offer flexible time away for you)/liliUp to 12 weeks paid parental leave/liliPaid Volunteer Time Off/liliMental health coverage/liliQuarterly Wellness stipend/liliFertility benefits/liliComplete list of benefits/li/ulpThis role is eligible for discretionary bonuses based on company performance and other factors./ppEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities/p/div