Senior Wealth Advisor - Wealth Advisory - Minneapolis
CLA (CliftonLarsonAllen)Minneapolis, Minnesota, United States
Posted March 16, 2026
108100 - 192000 USD
Full Time
About the Company
CLA is a top 10 national professional services firm dedicated to building a culture that invites different beliefs and perspectives to the table.
Job Description
CLA is a top 10 national professional services firm seeking a Senior Wealth Advisor to provide Total Wealth Advisory services to clients in the Minneapolis, MN office.
Requirements
- Minimum of EIGHT (8) years of progressively responsible financial services experience.
- Bachelor’s degree in Accounting, Finance, or a related field.
- FINRA Series 65 or 66 Required.
Benefits
- Flexible PTO
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits