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Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients
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CliftonLarsonAllen
Minneapolis, MN (In Person)
$111,500 Salary, Full-Time
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Job Description
Wealth Advisor
- Wealth Advisory
- Serving Existing CLA Clients CliftonLarsonAllen
- 3.1 Minneapolis, MN Job Details Full-time $72,000
- $151,000 a year 7 hours ago Benefits Health insurance Dental insurance 401(k) Vision insurance Qualifications Practicing in the securities industry Full Job Description CLA is a top 10 national professional services firm w ur purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
About the role:
CLA is looking to hire four wealth advisors to work with our existing clients. This job can be done in one of the following CLA offices: Minneapolis, MN, Orlando, FL, King of Prussia, PA, St. Louis, MO, Oak Brook, IL, or Milwaukee, WI. This job is working in our CLA office. Wealth advisors will be responsible for delivering comprehensive, holistic, financial services. They have strong knowledge in financial planning and investments, with general insight to tax, insurance, and estate planning. They work collaboratively as part of a team, to help manage client relationships through standard operating procedures.Essential Job Functions:
Client Service:
Prepare and present to clients portfolio reviews, economic outlooks, and financial plans. Advise clients regarding the advantages and disadvantages of different investment strategies. Create, implement, and continually review, a plan that includes strategies designed to help clients act as the steward of the client assets and achieve client satisfaction and loyalty through excellent service.Practice Management:
Interact with partner areas to help determine servicing requirements, problem solving strategies, and oversee daily, weekly, and monthly client activity; oversee transaction processing, and handle inquiry resolution. Supply clients with information related to day-to-day transactions, status of implementation plans, and interim information between meetings.Requirements:
Experience:
Three years of experience as a financial advisor serving individual clients.Education:
Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree. Bachelor's degree in accounting, finance, or a related field preferred. Certifications /Licenses:
Active series 65 or 66 securities license Required . Please do not apply if you do not have a securities license. This job is working in our CLA office. Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range. The compensation range for this position in Minnesota is: $72,000- $145,000. The compensation range for this position in Illinois is: $72,000
- $151,000.