Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients
CLA (CliftonLarsonAllen)Minneapolis, Minnesota, United States • Illinois, United States • Orlando, Florida, United States • Milwaukee, Wisconsin, United States
Posted February 17, 2026
72000 - 151000 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
CLA is seeking four wealth advisors to work with existing clients. Responsibilities include delivering comprehensive financial services, managing client relationships, and creating financial plans.
Requirements
- Three years of experience as a financial advisor serving individual clients
- Bachelor's degree in accounting, finance, or a related field (or equivalent experience and training)
- Active series 65 or 66 securities license
Benefits
- Flexible PTO
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits