Senior Wealth Advisor - Tax-Integrated, Multi-Gen Growth

CLA (CliftonLarsonAllen); Minneapolis (MN); On-site; USD 108,100 - 192,000; Full time

Benefits offered by this job

Flexible PTO

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Quarterly Wellness stipend

Fertility benefits

Job summary

CLA (CliftonLarsonAllen) is seeking an experienced Senior Wealth Advisor for their Minneapolis, MN office. This role involves managing client relationships, delivering comprehensive financial and tax advisory services, and leading client strategy.

The ideal candidate has over 8 years of experience in financial services and holds a Bachelor's degree in Accounting or Finance. A competitive compensation package and benefits, including flexible PTO and parental leave, are offered.

Qualifications

• Minimum of 8 years of progressively responsible financial services experience.
• FINRA Series 65 or 66 required.

Responsibilities

• Manage a book of client relationships.
• Lead client strategy and delegate work appropriately.
• Provide Total Wealth Advisory services.

Skills

Financial planning

Tax integration

Investment management

Client relationship management

Insurance knowledge

Education

Bachelor’s degree in Accounting, Finance, or related field

Job description

CLA (CliftonLarsonAllen) is seeking an experienced Senior Wealth Advisor for their Minneapolis, MN office. This role involves managing client relationships, delivering comprehensive financial and tax advisory services, and leading client strategy.

The ideal candidate has over 8 years of experience in financial services and holds a Bachelor's degree in Accounting or Finance. A competitive compensation package and benefits, including flexible PTO and parental leave, are offered.