About this role
Wealth Advisor - Wealth Advisory - Minneapolis at CliftonLarsonAllen. Location: Minneapolis, Minnesota, United States. Role: advising clients, managing plans, developing business Requirements: Bachelor's degree required, 3+ years related financial services experience, Series 65/66 or equivalent required. Strong knowledge of financial planning, tax, insurance, estate, investments, and retirement planning. Category: Finance and Accounting Seniority: Mid Level Certifications: series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English