CLA (CliftonLarsonAllen)
Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients
CLA (CliftonLarsonAllen), Minneapolis, Minnesota, United States, 55400
Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients
Join to apply for the
Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients
role at
CLA (CliftonLarsonAllen) Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients
6 days ago Be among the first 25 applicants Join to apply for the
Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients
role at
CLA (CliftonLarsonAllen) 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.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About The Role
CLA is looking to hire four wealth advisors to work with our existing clients.
This job can be done in one of the following CLA offices:
Minneapolis, MN, Orlando, FL, or Milwaukee, WI.
Wealth advisors will be responsible for delivering comprehensive, holistic, financial services. They have strong knowledge in financial planning and investments, with general insight to tax, insurance, and estate planning. They work collaboratively as part of a team, to help manage client relationships through standard operating procedures.
Essential Job Functions
Client Service:
Prepare and present to clients portfolio reviews, economic outlooks, and financial plans. 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 the steward of the client assets and achieve client satisfaction and loyalty through excellent service.
Practice Management:
Interact with partner areas to help determine servicing requirements, problem solving strategies, and oversee daily, weekly, and monthly client activity; oversee transaction processing, and handle inquiry resolution. Supply clients with information related to day-to-day transactions, status of implementation plans, and interim information between
meetings.
Requirements
Experience:
Three years of experience as a financial advisor serving individual clients.
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
Active series 65 or 66 securities license
Required.
Please do not apply if you do not have a securities license.
This job is working in our CLA office.
Our Perks
Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here
The wage range for this position in Minnesota is: $80,300 – $143,000.
Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
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.
To view a complete list of benefits click here.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Accounting Referrals increase your chances of interviewing at CLA (CliftonLarsonAllen) by 2x Get notified about new Wealth Management Advisor jobs in
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Join to apply for the
Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients
role at
CLA (CliftonLarsonAllen) Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients
6 days ago Be among the first 25 applicants Join to apply for the
Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients
role at
CLA (CliftonLarsonAllen) 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.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About The Role
CLA is looking to hire four wealth advisors to work with our existing clients.
This job can be done in one of the following CLA offices:
Minneapolis, MN, Orlando, FL, or Milwaukee, WI.
Wealth advisors will be responsible for delivering comprehensive, holistic, financial services. They have strong knowledge in financial planning and investments, with general insight to tax, insurance, and estate planning. They work collaboratively as part of a team, to help manage client relationships through standard operating procedures.
Essential Job Functions
Client Service:
Prepare and present to clients portfolio reviews, economic outlooks, and financial plans. 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 the steward of the client assets and achieve client satisfaction and loyalty through excellent service.
Practice Management:
Interact with partner areas to help determine servicing requirements, problem solving strategies, and oversee daily, weekly, and monthly client activity; oversee transaction processing, and handle inquiry resolution. Supply clients with information related to day-to-day transactions, status of implementation plans, and interim information between
meetings.
Requirements
Experience:
Three years of experience as a financial advisor serving individual clients.
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
Active series 65 or 66 securities license
Required.
Please do not apply if you do not have a securities license.
This job is working in our CLA office.
Our Perks
Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here
The wage range for this position in Minnesota is: $80,300 – $143,000.
Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
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.
To view a complete list of benefits click here.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Accounting Referrals increase your chances of interviewing at CLA (CliftonLarsonAllen) by 2x Get notified about new Wealth Management Advisor jobs in
Minneapolis, MN . Edina, MN $80,000.00-$122,000.00 2 weeks ago Edina, MN $65,000.00-$85,000.00 2 weeks ago Greater Minneapolis-St. Paul Area $28,000.00-$125,000.00 2 weeks ago Little Canada, MN $65,000.00-$78,000.00 2 days ago Maplewood, MN $65,000.00-$78,000.00 2 days ago White Bear Lake, MN $65,000.00-$78,000.00 2 days ago Minneapolis, MN $150,000.00-$180,000.00 1 day ago Minneapolis, MN $100,000.00-$130,000.00 2 weeks ago Wealth Management Investment Consultant, Advisory Services
St Paul, MN $71,400.00-$84,000.00 1 week ago Minneapolis, MN $102,000.00-$190,000.00 2 weeks ago 2026 Wealth & Investment Management Summer Internship - Early Careers
Minneapolis, MN $150,000.00-$200,000.00 2 months ago J.P. Morgan Wealth Management – Private Client Advisor - Roseville, West Saint Paul - Minnesota
Bloomington, MN $70,200.00-$125,000.00 4 days ago Minneapolis, MN $50,000.00-$85,000.00 1 month ago U.S. Private Bank – Private Banker – Vice President or Executive Director
Greater Minneapolis-St. Paul Area $15,000.00-$80,000.00 4 days ago Senior Regional Manager, Schwab Wealth Advisory
Senior Regional Manager, Schwab Wealth Advisory
Greater Minneapolis-St. Paul Area 3 weeks ago Financial Consultant - Training Provided
Greater Minneapolis-St. Paul Area $105,000.00-$155,000.00 1 day ago Minneapolis, MN $65,000.00-$115,000.00 3 months ago Minnetonka, MN $110,000.00-$130,000.00 1 day ago Greater Minneapolis-St. Paul Area 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr