Wealth Advisor - Wealth Advisory - Minneapolis

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  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
* *** Our Perks:*
* · Flexible PTO (designed to offer flexible time away for you!)
· Up to 12 weeks paid parental leave
· Paid Volunteer Time Off
· Mental health coverage
· Quarterly Wellness stipend
· Fertility benefits
· Complete list of benefits

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.

The compensation range for this position in Minneapolis is: $72,000 – $145,000.#LI-MU1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities     Click  to learn about your hiring rights.
** Wellness at CLA
** To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click .
** Start your inspired career
** When you join CLA, you’ll have the opportunity to design your own . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential.

At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit .
* Investment advisory services are offered through Clifton Larson Allen  Wealth Advisors, LLC, an SEC-registered investment advisor.
* #J-18808-Ljbffr