Wealth Advisor - Wealth Advisory - Minneapolis
CliftonLarsonAllen LLP
About this role
The Wealth Management Associate supports Senior Wealth Advisors in delivering comprehensive, holistic financial services to clients. The role works collaboratively on financial planning, investment, tax, insurance, estate, and retirement strategies while helping manage client relationships and financial plans. This position is based in the Minneapolis downtown CLA office.
Skills
Qualifications
About CliftonLarsonAllen LLP
claconnect.comCliftonLarsonAllen LLP (CLA) is a professional services firm providing audit, tax, consulting, and wealth advisory services to organizations and individuals.
Recent company news
CLA (CliftonLarsonAllen)CLA Named One of Forbes’ “Best Employers for Company Culture” in 2025
Sep 18, 2025
CLA (CliftonLarsonAllen)CLA Global Welcomes Hawaiian Firm KMH LLP to U.S. Global Alliance
1 month ago
PR NewswireCLA Celebrates the Advancement of 780 Professionals Across the Firm
Jul 1, 2025
Daily MemphianAuditors arrive at MSCS looking for fraud in high-stakes probe
Aug 13, 2025
CLA (CliftonLarsonAllen)Dembo Jones to Join CLA on May 1
May 1, 2025
About CliftonLarsonAllen LLP
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for CliftonLarsonAllen LLP.
Salary
$72k – $145k
per year