Base: $72,000 – $145,000; bonus/equity: not specif...
Onsite
Three years of financial services experience
Strong knowledge of financial planning strategies
Experience with tax, insurance, and estate planning
CLA is seeking a Wealth Advisor for their Minneapolis office to support Senior Wealth Advisors in providing comprehensive financial services. The ideal candidate will have a strong background in financial planning and client relationship management, with a focus on developing new business opportunities
Job Summary
This role provides support to Senior Wealth Advisors in delivering comprehensive, holistic financial services within a top 10 national professional services firm.
The position requires advising clients on investment strategies and creating plans that help them act as stewards of their assets.
CLA offers competitive compensation ranging from $72,000 to $145,000 along with flexible PTO, paid parental leave, and mental health coverage.
Matching Summary
Match Score: 85
CLA is seeking a Wealth Advisor for their Minneapolis office to support Senior Wealth Advisors in providing comprehensive financial services. The ideal candidate will have a strong background in financial planning and client relationship management, with a focus on developing new business opportunities.