Wealth Advisor - Wealth Advisory - Serving Existing Cla Clients

CLA

Minneapolis, MN, USA
Base: $72,000 – $145,000 (mn); $72,000 – $151,000 ...
Financial planning and investments
Client relationship management
Comprehensive financial services delivery
CLA is looking to hire four wealth advisors to work with our existing clients, delivering comprehensive, holistic financial services

Job Summary

  • CLA is looking to hire four wealth advisors to work with our existing clients, delivering comprehensive, holistic financial services.
  • Essential job functions include preparing and presenting portfolio reviews, advising clients on investment strategies, and managing client relationships.
  • The company offers a comprehensive benefits package including flexible PTO, paid parental leave, wellness stipends, and fertility benefits.

Matching Summary

CLA is looking to hire four wealth advisors to work with our existing clients, delivering comprehensive, holistic financial services.

Salary

Base: $72,000 – $145,000 (MN); $72,000 – $151,000 (IL); Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Financial planning and investments
  • Client relationship management
  • Comprehensive financial services delivery
  • Investment strategy advising

Nice-to-have

  • Industry-focused wealth advisory
  • Collaborative team environment
  • Holistic financial services
  • Client satisfaction and loyalty

Key Requirements

  • Three years of experience
  • Bachelor's degree required
  • Active Series 65 or 66 license required

Work Rights

Not specified

Tailored Resume

Cover Letter