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Wealth Advisor - Southern Minnesota

CLA (CliftonLarsonAllen)

Location: Mankato, Minnesota
Type: Full-Time, Non-Remote
Posted on: January 25, 2024
Wealth Advisor - Southern Minnesota
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.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
CLA Wealth Advisors is hiring a Wealth Advisor in Southern Minnesota.
This could include the following locations:
Rochester, MN
Austin, MN
New Ulm
About The Role
The Wealth Advisor (WA) provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services. The WA works collaboratively in serving clients as part of a team. The WA should have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. The WA helps manage financial plans and client relationships.
Work Activities And Accountabilities
The below functions reflect the general details necessary to describe the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.
• Financial Planning: Advise clients regarding the advantages and disadvantages of different investment strategies. Create, implement, and continually review, a plan that includes strategies designed to help clients act as the steward of the client assets and achieve client satisfaction and loyalty through excellent service.
• Client Support: Supply clients with information related to day-to-day transactions, status of implementation plans and interim information between meetings. Communicate with internal and external investment managers, brokers, and partners to obtain or provide investment information. Interact with partner areas to help determine servicing requirements, problem solving strategies and coordinate daily client activity; oversee transaction processing, and handle inquiry resolution. Prepare presentations for client meetings.
Minimum Required Experience, Education And Certifications
• Experience: Minimum of three years of related financial services experience.
• Education: Bachelor’s degree in Accounting, Finance, or a related field.
• Certification/ Licenses: Series 65 or equivalent.
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
Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
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