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Clifton Larson Allen LLP Senior Wealth Advisor - Minneapolis, MN in Minneapolis, Minnesota

CliftonLarsonAllen Wealth Advisors, LLC is hiring a Senior Wealth Advisor in our Minneapolis, MN office. Senior Wealth Advisor Position Summary The primary role of the Senior Wealth Advisor is to provide "Total Wealth Advisory" services to clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all aspects of a client's financial needs. The Senior Wealth Advisor should have expert knowledge in financial planning, tax, cash flow planning, retirement planning, investment management, risk management and estate planning techniques. The Senior Wealth Advisor is the lead advisor in serving clients as part of a team. Summary of 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. Lead and manage client relationships Assess and manage client service expectations Oversee and manage the creation, delivery and monitoring of financial plans Provide strategy and foster collaboration with service team to develop financial and investment recommendations Review meeting materials and present in client meetings Market wealth advisory services to principals in other industries and service lines of the firm Develop new business and responsible for keeping leads and opportunity activity current Present in prospective client meetings Responsible for achieving client satisfaction and loyalty through delivering excellent service Manage and develop staff Minimum Required Experience, Education and Certifications Bachelor's degree in Accounting, Finance, or a related field Minimum of 8 years of financial services experience demonstrating progressing responsibility in managing client relationships CFP certification Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe Acrobat Travel: This position could require frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes. CLA exists to create opportunities for our people, our clients, and our communities. We are a proud equal opportunity/affirmative action employer . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity/expression, disability status, protected veteran status, national origin, or any other characteristic protected by law. Click to learn about your hiring rights. CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. EOE/AA Employer/Vets/Disability

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