Senior Wealth Advisor - Wealth Advisory - Minneapolis
CliftonLarsonAllen, Minneapolis, MN, United States
Senior Wealth Advisor
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
A platform built for durable, organic growth.
Our advisors average $250M in AUM across ~120 households and continue to grow ~10% net new AUM annuallywithout Schwab or Fidelity referral programs. That growth is fueled by access to 100,000+ individual tax clients and 75,000 privately held businesses, creating one of the deepest organic prospect pipelines in the industry.
Why this role matters now:
The wealth landscape is changing in a meaningful way: women are increasingly the primary decision?makers for household wealth, and pivotal life transitions often create moments where the right advisor relationship matters most. In our Women & Wealth vision, CLA is focused on becoming the trusted advisor of choice for high?net?worth women and women?led businesses, delivering personalized tax and wealth strategies that protect legacy and align financial decisions with life goals.
We're selectively adding senior wealth advisors in key markets and offer a highly competitive compensation structure designed for experienced professionals.
About the role:
CLA is looking to hire a Senior Wealth Advisor to work in our Minneapolis, MN office.
The SWA serves as a relationship manager providing Total Wealth Advisorya comprehensive, planning?led experience anchored in a personal financial plan and spanning a client's financial and tax needs.
Senior Wealth Advisors bring advanced knowledge across tax, investments, financial planning, insurance, and estate and retirement planning. You'll manage a book of client relationships, lead client strategy, and delegate work appropriately to deliver a high?touch experience with strong follow?through.
This role is ideal for an advisor who thrives in an environment where:
Planning and tax integration elevate the advice (and client stickiness)
Growth is powered by real, organic accessnot paid lead programs
Client relationships include complexity, transitions, and multi?generational needs (including women navigating moments like business liquidity, divorce, widowhood, caregiving, and career shifts)
Requirements:
Experience:
Minimum of EIGHT (8) years of progressively responsible financial services experience.
Education:
Bachelor's degree in Accounting, Finance, or a related field.
Certifications/Licenses:
FINRA Series 65 or 66 Required.
Existing Transferrable Book of Business Preferred.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
The compensation range for this position in Minnesota is: $108,100 $192,000
This role is eligible for discretionary bonuses based on company performance and other factors.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
A platform built for durable, organic growth.
Our advisors average $250M in AUM across ~120 households and continue to grow ~10% net new AUM annuallywithout Schwab or Fidelity referral programs. That growth is fueled by access to 100,000+ individual tax clients and 75,000 privately held businesses, creating one of the deepest organic prospect pipelines in the industry.
Why this role matters now:
The wealth landscape is changing in a meaningful way: women are increasingly the primary decision?makers for household wealth, and pivotal life transitions often create moments where the right advisor relationship matters most. In our Women & Wealth vision, CLA is focused on becoming the trusted advisor of choice for high?net?worth women and women?led businesses, delivering personalized tax and wealth strategies that protect legacy and align financial decisions with life goals.
We're selectively adding senior wealth advisors in key markets and offer a highly competitive compensation structure designed for experienced professionals.
About the role:
CLA is looking to hire a Senior Wealth Advisor to work in our Minneapolis, MN office.
The SWA serves as a relationship manager providing Total Wealth Advisorya comprehensive, planning?led experience anchored in a personal financial plan and spanning a client's financial and tax needs.
Senior Wealth Advisors bring advanced knowledge across tax, investments, financial planning, insurance, and estate and retirement planning. You'll manage a book of client relationships, lead client strategy, and delegate work appropriately to deliver a high?touch experience with strong follow?through.
This role is ideal for an advisor who thrives in an environment where:
Planning and tax integration elevate the advice (and client stickiness)
Growth is powered by real, organic accessnot paid lead programs
Client relationships include complexity, transitions, and multi?generational needs (including women navigating moments like business liquidity, divorce, widowhood, caregiving, and career shifts)
Requirements:
Experience:
Minimum of EIGHT (8) years of progressively responsible financial services experience.
Education:
Bachelor's degree in Accounting, Finance, or a related field.
Certifications/Licenses:
FINRA Series 65 or 66 Required.
Existing Transferrable Book of Business Preferred.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
The compensation range for this position in Minnesota is: $108,100 $192,000
This role is eligible for discretionary bonuses based on company performance and other factors.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities