
Wealth Advisory Director: Strategy & Operations Leader
CliftonLarsonAllen LLP, Minneapolis, Minnesota, United States, 55400
A leading professional services firm seeks a Managing Wealth Advisory Director to oversee operations and drive growth in its Wealth Advisory practice. The role involves strategic leadership, ensuring operational efficiency, and developing teams. Candidates should have over 10 years in financial services, hold FINRA licenses, and have a strong background in financial planning and client service. The position offers competitive compensation and a comprehensive benefits package, based in Minneapolis or nearby offices.
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