CLA (CliftonLarsonAllen) is seeking an experienced Senior Wealth Advisor for their Minneapolis, MN office. This role involves managing client relationships, delivering comprehensive financial and tax advisory services, and leading client strategy.
The ideal candidate has over 8 years of experience in financial services and holds a Bachelor's degree in Accounting or Finance. A competitive compensation package and benefits, including flexible PTO and parental leave, are offered.
#J-18808-LjbffrSenior Wealth Advisor - Tax-Integrated, Multi-Gen Growth in minneapolis at Unknown Company
This position is listed as full time and onsite.