Senior Wealth Advisor - Wealth Advisory - Minneapolis

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

Job summary

CLA is seeking a Senior Wealth Advisor to join the Minneapolis, MN office. The SWA delivers Total Wealth Advisory, anchored in a personal financial plan and spanning tax, investments, and planning needs.

You’ll manage a diverse client book, guide strategy, and delegate work to ensure a high‑touch client experience with solid follow‑through. Ideal candidates have 8+ years in financial services, a Bachelor’s in Accounting/Finance, and FINRA Series 65 or 66.

Qualifications

• Minimum of eight (8) years of progressively responsible financial services experience.
• Bachelor’s degree required; Accounting/Finance preferred.
• FINRA Series 65 or 66 required; transferable book of business preferred.

Responsibilities

• Manage a book of client relationships and lead client strategy.
• Provide Total Wealth Advisory across tax, investments, and planning needs.
• Deliver a high‑touch experience with strong follow‑through and coordination.

Skills

Relationship management

Total Wealth Advisory

Financial planning

Investments

Estate planning

Education

Bachelor’s degree in Accounting/Finance or related field

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.

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.

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

Requirements :

Experience :

• Minimum of EIGHT (8) years of progressively responsible financial services experience.

Education :

• 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.

Certifications/Licenses:

• FINRA Series 65 or 66 _ Required _.
• Existing Transferrable Book of Business Preferred.

Our approach to compensation emphasizes collaboration and career growth. 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.

#LI-MU1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Wellness at CLA

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.