Wealth Advisor - Wealth Advisory - Minneapolis

CLA (CliftonLarsonAllen)•Minneapolis, MN

143d•$72,000 - $145,000•Onsite

About The Position

The Wealth Advisor supports Senior Wealth Advisors in delivering comprehensive, holistic financial services and works collaboratively with the team to serve clients. The role requires strong knowledge of financial planning, tax, insurance, estate, investments, and retirement planning, and helps manage financial plans and client relationships. The position is based in CLA’s downtown Minneapolis office. The compensation range in Minneapolis is $72,000–$145,000, with pay placement potentially influenced by geography, experience, education, skills, and knowledge.

Requirements

Three years of related financial services experience; equivalent related experience may be accepted in lieu of certification or licensure.
Bachelor’s degree required; a combination of relevant experience, education, and training may be accepted in lieu of a degree.
Series 65, Series 66, or equivalent required.

Nice To Haves

Bachelor’s degree in Accounting, Finance, or a related field preferred.

Responsibilities

Continually develop new business opportunities in the marketplace.
Advise clients on the advantages and disadvantages of different investment strategies.
Create, implement, and continually review financial plans, including strategies to help clients steward their assets and achieve satisfaction and loyalty through excellent service.
Provide clients with information about day-to-day transactions, implementation-plan status, and updates between meetings.
Communicate with internal and external investment managers, brokers, and partners to obtain or provide investment information.
Coordinate with partner areas to determine servicing requirements, develop problem-solving strategies, and manage daily client activity.
Oversee transaction processing and resolve inquiries.
Prepare presentations for client meetings.