Wealth Advisor - Wealth Advisory - Minneapolis

About the role

CLA is a top 10 national professional services firm where our 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. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

This job is working in the Minneapolis downtown CLA office.

Summary

This role provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services. They work collaboratively in serving clients as part of a team. They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships.

Essential Job Functions

• The below functions reflect the general details of the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.
• Business Development: Continually develop new opportunities in the marketplace.

Financial Planning: 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.

Client Support: Supply clients with information related to day-to-day transactions, status of implementation plans and interim information between meetings. Communicate with internal and external investment managers, brokers, and partners to obtain or provide investment information. Interact with partner areas to help determine servicing requirements, problem solving strategies and coordinate daily client activity; oversee transaction processing, and handle inquiry resolution. Prepare presentations for client meetings.

Requirements

Experience

Three years of related financial services experience. Equivalent and related experience in lieu of certification/license acceptable.

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
• Series 65, 66 or equivalent REQUIRED

Additional information

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.

Pay and benefits

The compensation range for this position in Minneapolis is: $72,000 - $145,000.

#LI-MU1