About this role
Senior Wealth Advisor - Wealth Advisory - Minneapolis at CliftonLarsonAllen. Location: Minneapolis, Minnesota, United States. Role: managing relationships, leading strategy, delegating work Requirements: Minimum 8 years financial services experience, bachelor’s degree in accounting/finance or related, FINRA Series 65 or 66 required, existing transferable book preferred, strong tax and planning expertise. Category: Finance and Accounting Seniority: Senior Level Certifications: series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English