CLA is hiring a Senior Wealth Advisor to work in our Minneapolis, MN office. The SWA serves as a relationship manager delivering Total Wealth Advisory anchored in a personal financial plan.
Senior Wealth Advisors bring expertise in tax, investments, financial planning, insurance, estate and retirement planning, and you’ll manage a book of client relationships, lead strategy, and delegate work to deliver a high-touch experience.
#J-18808-LjbffrSenior Wealth Advisor - Total Wealth Advisory in minneapolis at Unknown Company
This position is listed as full time and onsite.