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Portfolio Strategy Associate: Craft Winning Portfolios
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-05-30
Listing for:
CliftonLarsonAllen
Full Time
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Clifton Larson Allen in Minneapolis seeks a candidate to support Senior Wealth Advisors in delivering comprehensive financial services. The role involves designing customized portfolios and managing client relationships within a collaborative team.
Applicants should have 2 years of experience in investment roles and knowledge in financial planning. Additionally, perks include flexible PTO, parental leave, mental health coverage, and a wellness stipend.
The compensation range is $48,700 - $85,000.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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