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Senior Wealth Advisor
1 month ago
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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