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Wealth Advisor: Strategic Planning & Client
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-02-01
Listing for:
CliftonLarsonAllen
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A top national professional services firm is seeking an experienced financial services professional to work in Minneapolis. The role involves business development, financial planning, and providing client support. Applicants should have a minimum of three years of relevant experience and a bachelor's degree in Accounting or Finance. Series 65, 66, or equivalent certification is required. The compensation range is competitive, from $72,000 to $145,000, emphasizing collaboration and career growth.
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