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Associate Wealth Advisor
CLA (CliftonLarsonAllen)Associate Wealth Advisor providing centralized financial planning support across various U.S. locations at CLA.
Posted 4/17/2026full-timeMinneapolis • Colorado, Minnesota, Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $63,800 - $114,000 per yearWebsite
About the role
Key responsibilities & impact- Build powerful, end-to-end financial plans that drive real client decisions
- Analyze investment and insurance information to support goal-aligned recommendations
- Partner with Wealth Advisors to solve complex planning challenges
- Drive innovation within the Financial Planning Center by identifying ways to improve efficiency
Requirements
What you’ll need- None required
- 1 year experience preferred
- Bachelor's degree in Accounting, Finance, or a related field
- FINRA Series 65 or 66 Required (New hires will have 180 days to obtain this certification)
Benefits
Comp & 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment analysisinsurance analysisgoal-aligned recommendationscomplex planningefficiency improvement
Soft Skills
problem-solvinginnovationcollaboration
Certifications
FINRA Series 65FINRA Series 66