Senior Wealth Advisor - Wealth Advisory - Minneapolis

CLA

Minneapolis, MN, United States
$108,100 – $192,000; discretionary bonuses based o...
Total wealth advisory
Relationship manager
Client strategy
CLA is a top 10 national professional services firm focused on creating opportunities for clients, people, and communities

Job Summary

  • CLA is a top 10 national professional services firm focused on creating opportunities for clients, people, and communities.
  • The Senior Wealth Advisor serves as a relationship manager providing Total Wealth Advisory—a comprehensive, planning-led experience anchored in a personal financial plan.
  • CLA offers a highly competitive compensation structure, flexible PTO, paid parental leave, and comprehensive wellness benefits.

Matching Summary

CLA is a top 10 national professional services firm focused on creating opportunities for clients, people, and communities.

Salary

$108,100 – $192,000; Discretionary bonuses based on company performance; Comprehensive benefits package

Skills & Requirements

Must-have

  • Total Wealth Advisory
  • relationship manager
  • client strategy
  • high-net-worth women
  • women-led businesses

Nice-to-have

  • organic prospect pipeline
  • collaborative environment
  • career growth focus

Key Requirements

  • Minimum of EIGHT (8) years of financial services experience
  • Bachelor’s degree in Accounting, Finance, or related field
  • FINRA Series 65 or 66 Required
  • Existing Transferrable Book of Business Preferred

Work Rights

Not specified

Tailored Resume

Cover Letter