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Holistic Wealth Advisor | Client-Focused Financial Planner

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: CliftonLarsonAllen
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking Wealth Advisors in Minneapolis, MN. Ideal candidates will have three years of experience, a Bachelor’s degree in finance or related fields, and an active Series 65 or 66 license. Advisors will manage client relationships, provide financial planning, and collaborate with partners to ensure client satisfaction. The role offers competitive compensation and comprehensive benefits including flexible PTO and paid parental leave.
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