Senior Wealth Advisor - Wealth Advisory - Minneapolis

CliftonLarsonAllen Wealth Advisors LLC; Minneapolis (MN); On-site; USD 113,000 - 225,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k plan

Job summary

CLA is hiring a Senior Wealth Advisor to work in our Minneapolis, MN office. The SWA serves as a relationship manager delivering Total Wealth Advisory anchored in a personal financial plan.

Senior Wealth Advisors bring expertise in tax, investments, financial planning, insurance, estate and retirement planning, and you’ll manage a book of client relationships, lead strategy, and delegate work to deliver a high-touch experience.

Qualifications

• Minimum of eight years of progressively responsible financial services experience.
• Bachelor's degree required; combination of experience and training may be accepted in lieu of degree.
• Bachelor’s degree in Accounting, Finance or related field preferred.
• FINRA Series 65 or 66 required.
• Existing transferrable book of business preferred.

Responsibilities

• Serve as relationship manager delivering Total Wealth Advisory anchored in a personal financial plan.
• Manage a book of client relationships, lead client strategy, and delegate work to deliver a high‑touch experience with strong follow‑through.

Skills

Financial services experience

Relationship management

Senior wealth advisory knowledge

Education

Bachelor's degree in Accounting, Finance or related field

Tools

FINRA Series 65/66

Job description

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 decision‑makers 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 high‑net‑worth women and women‑led 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 Minneapolis, MN office. The SWA serves as a relationship manager providing Total Wealth Advisory—a comprehensive, planning‑led 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 high‑touch experience with strong follow‑through.

Ideal Environment

• 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 multi‑generational needs (including women navigating moments like business liquidity, divorce, widowhood, caregiving, and career shifts)

Requirements

• Minimum of EIGHT (8) years of progressively responsible financial services experience.
• Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
• Bachelor’s degree in Accounting, Finance or a related field preferred.
• FINRA Series 65 or 66 Required.
• Existing Transferrable Book of Business Preferred.

Compensation

We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Minnesota is: $113,000 – $225,000.

This role is eligible for discretionary bonuses based on company performance and other factors.

Benefits & Wellness

To support our CLA family members, we focus on their physical, financial, social, and emotional well‑being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well‑being.

Equal Opportunity

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

CLA is an equal opportunity employer 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.

If you require reasonable accommodation when completing an application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please contact [e-mail]

Start your inspired career When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path and mobility.

Watch our video to see why people join CLA.

About CLA CLA exists to create opportunities for our clients, our people, and our communities through industry‑focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC‑registered investment advisor.