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

hirify.globalss="location">Location: Eau hirify.globalire, WI or Wausau, WI, United States; office-based role

hirify.globalss="company-description">Company

hirify.global is a national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services through more than 8,500 employees and 130 U.S. locations.

hirify.globalss="what-you-will-do">What you will do

• Manage client relationships and new referral relationships as a relationship manager.
• Deliver Total Wealth Advisory through comprehensive, planning-led financial and tax advice.
• Gather client data, oversee and delegate financial planning work, and deliver financial plans.
• Provide recommendations across investments, insurance, estate planning, retirement planning, and tax strategy.
• Lead client strategy and coordinate work to deliver a high-touch experience with strong follow-through.
• Support complex transitions and multigenerational needs, including business liquidity, divorce, widowhood, caregiving, and career changes.

hirify.globalss="requirements">Requirements

• At least eight years of progressively responsible financial services experience.
• Bachelor’s degree required; accounting, finance, or a related field preferred. Relevant experience, education, and training may be accepted in lieu of a degree.
• FINRA Series 65 or 66 required.
• CFP certification or equivalent required; relevant experience may be accepted in lieu of certification.
• Working knowledge of firm systems and proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and Adobe.

hirify.globalss="nice-to-have">Nice to have

• Existing transferable book of business.

hirify.globalss="culture-benefits">Culture & Benefits

• Discretionary bonuses may be provided based on company performance and other factors.
• Benefits include health, dental, vision, and 401(k) options.
• Wellness support covers physical, financial, social, and emotional well-being.
• Organic prospect access is supported by hirify.global’s individual tax clients and privately held business relationships.