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Senior Wealth Advisor

1 month ago

Minneapolis, United States CliftonLarsonAllen Full time

Senior Wealth Advisor - Wealth Advisory - Minneapolis page is loaded

Senior Wealth Advisor - Wealth Advisory - Minneapolis

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locations

Minneapolis, MN

time type

Full time

posted on

Posted 2 Days Ago

job requisition id

R14091

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. About the role: CLA is looking to hire a Senior Wealth Advisor in our Minneapolis office. The Senior Wealth Advisor, (SWA) will serve as a relationship manager providing “Total Wealth Advisory” services to their clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all of clients financial and tax needs. The SWA should have advanced knowledge in tax, investments, financial planning, insurance and estate and retirement planning. The SWA will manage a book of client relationships and will delegate work as appropriate. Work Activities & Accountabilities 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. Organizational Interfaces The Senior Wealth Advisor reports directly to a Principal and/or Director and interacts on a regular basis with Principals, Directors, Senior Wealth Advisors, Wealth Advisors, Associate Wealth Advisors, and Client Service Coordinators. Key Behavioral Competencies 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. 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 here #LI-MU1 Equal Opportunity Employer /AA

Employer/Minorities/Women/Protected

Veterans/Individuals with Disabilities.

Click here

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 here .

About Us

Start your inspired career When you join CLA, you’ll have the opportunity to design your own

inspired

career

. 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 more than 7,500 people, 121 U.S. locations, and a global vision, 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. Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. Click here

to learn more about CLA’s benefit offerings. CLA is an equal opportunity employer 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.

Equal Opportunity Employer /AA

Employer/Minorities/Women/Protected

Veterans/Individuals with Disabilities If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact

mypeoplesolutions@claconnect.com

#J-18808-Ljbffr

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