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Financial Consultant Financial Advisor Wealth Management

Wealth Advisor Associate - Holistic Financial Planning

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: CliftonLarsonAllen LLP
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 72000 - 145000 USD Yearly USD 72000.00 145000.00 YEAR
Job Description & How to Apply Below
A leading professional services firm in Minneapolis seeks a candidate to support Senior Wealth Advisors by delivering financial planning and client support services. Responsibilities include developing new business opportunities, advising on investment strategies, and managing client relationships. Required qualifications include 3+ years in financial services and a relevant Bachelor's degree. Competitive compensation ranges from $72,000 to $145,000, along with flexible perks including PTO, parental leave, and wellness benefits.
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Position Requirements
10+ Years work experience
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