Senior Wealth Advisor Wealth Advisory

JOB REQUIREMENTS: CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. A platform built for durable, organic growth. Our advisors average $250M in AUM across ~120 households and continue to grow ~10% net new AUM annually-without Schwab or Fidelity referral programs. That growth is fueled by access to 100,000+ individual tax clients and 75,000 privately held businesses, creating one of the deepest organic prospect pipelines in the industry. Why this role matters now: The wealth landscape is changing in a meaningful way: women are increasingly the primary decisionmakers for household wealth, and pivotal life transitions often create moments where the right advisor relationship matters most. In our Women & Wealth vision, CLA is focused on becoming the trusted advisor of choice for highnetworth women and womenled businesses, delivering personalized tax and wealth strategies that protect legacy and align financial decisions with life goals. We're selectively adding senior wealth advisors in key markets and offer a highly competitive compensation structure designed for experienced professionals. 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, planningled 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 hightouch experience with strong followthrough. 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 multigenerational needs (including women navigating moments like business liquidity, divorce, widowhood, caregiving, and career shifts) Essential Job Functions Financial Planning:Gather data from clients in the planning process.Oversee and delegate financial planning work. Deliver financial plans... For full info follow application link. CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. EOE/AA Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/DC275B29C8EC4CA6