Wealth Advisor Associate - Holistic Financial Planning
$72k - $145kCliftonLarsonAllen LLP
A leading professional services firm in Minneapolis seeks a candidate to support Senior Wealth Advisors by delivering financial planning and client support services. Responsibilities include developing new business opportunities, advising on investment strategies, and managing client relationships. Required qualifications include 3+ years in financial services and a relevant Bachelor's degree. Competitive compensation ranges from $72,000 to $145,000, along with flexible perks including PTO, parental leave, and wellness benefits. #J-18808-Ljbffr CliftonLarsonAllen LLP
Vacancy posted 2 days ago
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