Wealth Advisor - Wealth Advisory - Minneapolis
CLA (CliftonLarsonAllen)Minneapolis, Minnesota, United States
Posted January 23, 2026
72000 - 145000 USD
Full Time
About the Company
CLA is a top 10 national professional services firm that provides industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Job Description
This role provides support to Senior Wealth Advisors in delivering comprehensive financial services, collaborating with clients as part of a team, and managing financial plans and client relationships.
Requirements
- Three years of related financial services experience
- Bachelor's degree in Accounting, Finance, or a related field (or equivalent experience)
- Series 65, 66, or equivalent certification/license
Benefits
- Flexible PTO
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits