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Financial Consultant Financial Advisor Wealth Management Financial Services

Wealth Advisor — Holistic Financial Planning

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: CliftonLarsonAllen
Full Time position
Listed on 2026-06-22
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A national professional services firm is seeking Wealth Advisors to serve existing clients. The role involves providing comprehensive financial services, strong financial planning knowledge, and collaboration with teams to manage client relationships. Candidates must have three years of experience as a financial advisor, an active series 65 or 66 securities license, and a bachelor's degree in finance or a related field.

Benefits include flexible PTO and paid parental leave.
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