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Senior Wealth Advisor - Wealth Advisory - Minneapolis

  • Job
    Full-time
    Senior & Expert Level
  • Banking & Finance
  • Minneapolis
  • Quick Apply

Requirements

  • The Senior Wealth Advisor must possess several key personal effectiveness traits to be successful. These include a high degree of passion for doing impactful work, accountability for actions, initiative make visions a reality, integrity that places honesty and trust above all else, professionalism, and conscientiousness. Actions and behaviors that are the foundation of successful careers at CLA are broadly defined below.
  • Leading with Impact: Guides and motivates others and is able to direct team to achieve desired results.
  • Ownership Mindset: Creates expectations of success throughout the firm.
  • Entrepreneurial Grit: Has the courage to take action on new ideas, understanding the balance of risks vs. positive outcomes.
  • Client Excellence: Anticipates client needs and looks for opportunities to provide proactive consultation.
  • People Development: Provides coaching opportunities for others to develop and pursue their passions.
  • Clear Communication: Communication has high impact that encourages others.
  • Teamwork & Collaboration: Manages challenging issues and understands when appropriate to leverage internal or external experts.
  • Growing the Business: Identifies opportunities to expand or develop new services to help clients meet their objectives.
  • Minimum Required Experience, Education, and Certifications:
  • Experience: Minimum of eight (8) years of progressively responsible financial services experience.
  • Education: Bachelor’s degree in Accounting, Finance, or a related field.
  • Certifications/Licenses: FINRA Series 65 or 66 Required.
  • Existing Book of Business Preferred.
  • CFP preferred.

Responsibilities

  • The below functions reflect the general details necessary to describe the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.
  • Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations.
  • Client Support: Manage existing & new referral relationships.
  • Technical Competencies: Maintain a working knowledge/competency of appropriate systems applications utilized by firm. Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.

Create Opportunities

Accounting
Industry
5001-10,000
Employees
2012
Founded Year

Mission & Purpose

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.