Wealth Advisor - Wealth Advisory - Minneapolis

CLA (CliftonLarsonAllen); Minneapolis (MN); On-site; USD 72,000 - 145,000; 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) in Minneapolis is seeking a Financial Advisor to support Senior Wealth Advisors in delivering comprehensive financial services. Key responsibilities include client interaction, investment strategy advice, and developing new business opportunities.

The ideal candidate will have at least three years of financial services experience and a Bachelor's degree in a relevant field. This role offers flexible PTO, parental leave, mental health coverage, and a competitive salary.

Qualifications

• Three years of related financial services experience.
• Equivalent experience in lieu of certification/license acceptable.
• Bachelor’s degree required; education may substitute for experience.

Responsibilities

• Develop new opportunities in the marketplace.
• Advise clients on investment strategies and financial planning.
• Provide client support and prepare presentations for meetings.

Skills

Financial planning

Client communication

Investment strategies

Business development

Education

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

Job description

Summary

This role provides support to the Senior Wealth Advisors in delivering comprehensive, holistic financial services. They work collaboratively in serving clients as part of a team and have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. The position helps manage financial plans and client relationships and is based in the Minneapolis downtown office.

Essential Job Functions

• Business Development: Continually develop new opportunities in the marketplace.
• Financial Planning: Advise clients regarding the advantages and disadvantages of different investment strategies; create, implement, and continually review a plan that includes strategies designed to help clients act as stewards of their assets and achieve satisfaction and loyalty through excellent service.
• Client Support: Supply clients with information related to day‑to‑day transactions, status of implementation plans, and interim information between meetings; communicate with internal and external investment managers, brokers, and partners to obtain or provide investment information; interact with partner areas to help determine servicing requirements, solve problems, coordinate daily client activity, oversee transaction processing, and handle inquiry resolution; prepare presentations for client meetings.

Requirements

Experience: Three years of related financial services experience. Equivalent and related experience in lieu of certification/license acceptable.

Education: Bachelor’s degree is required. Combination of relevant experience, education, and training may be accepted in lieu of a degree. Bachelor’s degree in Accounting, Finance, or a related field preferred.

Certifications / Licenses: Series 65, 66 or equivalent required.

Perks

• Flexible PTO
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Complete list of benefits here

Compensation

Compensation range for this position in Minneapolis: $72,000 – $145,000.

Equal Opportunity Employer

We are an Equal Opportunity Employer and we encourage applicants from all backgrounds to apply.