Wealth Advisor - Wealth Advisory - Minneapolis
Minneapolis, MNFull-time$72–145K/yrPosted 4mo agoStill listed today
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At a glance
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Requirements
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Job overview
The Wealth Advisor supports Senior Wealth Advisors in delivering comprehensive financial services and managing client plans and relationships. Working collaboratively as part of a team, the advisor helps clients evaluate investment strategies, develop and review financial plans, and achieve their goals through client service. The role also supports business development, client communications, investment information gathering, transaction processing, and meeting preparation from CLA’s downtown Minneapolis office.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
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. This job is working in the Minneapolis downtown CLA office. Summary This role provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services. They work collaboratively in serving clients as part of a team. They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships.
Essential Job Functions
The below functions reflect the general details of the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned. Business Development: Continually develop new opportunities in the marketplace.
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.
Requirements Experience Three years of related financial services experience. Equivalent and related experience in lieu of certification/license acceptable.
Education Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree. Bachelor’s degree in Accounting, Finance or a related field preferred
Certifications / Licenses Series 65, 66 or equivalent REQUIRED
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 Minneapolis is: $72,000 – $145,000.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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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.
How this job compares
Set against the 486 open Wealth Advisor jobs on Olive Jobs, counted November 11, 2026.
- Pay
- This posting$72–145K/yr
- US median$80–128K/yr255 salary ranges
This range's midpoint, $109K, is close to the US median midpoint ($108K) — in the middle half of Wealth Advisor salary ranges across the US.
- Openings
- Olive Jobs lists 486 open Wealth Advisor jobs across the US. 2% of them nationwide are listed as remote or flexible.
- Hiring the most across the US
- PNC108 open
- JPMorgan Chase43 open
- Citizens33 open
- Experience
- This posting asks for at least 3 years of experience; Wealth Advisor postings that state a minimum ask for 3 years at the median (413 postings).
- Education
- 249 of the 486 open Wealth Advisor jobs (51%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 11, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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