Senior Wealth Advisor - Wealth Advisory; FLEX PTO
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-06-14
Listing for:
CliftonLarsonAllen LLP
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading professional services firm in Minneapolis is seeking a Senior Wealth Advisor to provide Total Wealth Advisory services. The role requires advanced knowledge in tax, investments, and financial planning, with a minimum of 8 years in financial services. The Senior Wealth Advisor will manage client relationships and oversee financial planning work, ensuring personalized service. Competitive compensation provided, along with robust benefits including flexible PTO and mental health coverage.
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Position Requirements
10+ Years
work experience
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