Senior Wealth Advisor - Wealth Advisory - Minneapolis
About The Position
CLA is seeking a Senior Wealth Advisor to join their Minneapolis, MN office. This role focuses on providing Total Wealth Advisory services, a comprehensive, planning-led experience that integrates a client's financial and tax needs. The Senior Wealth Advisor will manage client relationships, lead client strategy, and delegate tasks to ensure a high-touch client experience. This position is ideal for an advisor who excels in an environment where planning and tax integration are key, growth is driven by organic client acquisition, and client needs are complex, involving multi-generational planning and significant life transitions. The role emphasizes becoming a trusted advisor for high-net-worth women and women-led businesses, offering personalized tax and wealth strategies.
Requirements
- Minimum of EIGHT (8) years of progressively responsible financial services experience.
- Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
- FINRA Series 65 or 66 Required.
Nice To Haves
- Bachelor’s degree in Accounting, Finance or a related field preferred.
- Existing Transferrable Book of Business Preferred.
Responsibilities
- Serve as a relationship manager providing Total Wealth Advisory.
- Manage a book of client relationships.
- Lead client strategy.
- Delegate work appropriately to deliver a high-touch experience with strong follow-through.
- Bring advanced knowledge across tax, investments, financial planning, insurance, and estate and retirement planning.
Benefits
- health
- dental
- vision
- 401k
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What This Job Offers
Job Type
Full-time
Career Level
Senior
