CliftonLarsonAllen (CLA), THE career building firm, is recruiting a Manager with a strong background in wealth advisory to join our Southern Minnesota (Mankato, Owatonna, Austin and Rochester) offices!
About THE career-building firm:
CLA is the premier professional services provider to private businesses and their owners, providing a wide array of solutions to advance our clients success and create uncommon careers for our people. Our market differentiators include deep industry specialization, three integrated businesses working together, 1) Audit, Tax & Consulting, 2) Wealth Advisory and 3) Outsourcing, and phenomenal opportunities for our employees to build their careers and marketplace value. About the opportunity:
This a GREAT opportunity to build a practice in CLA's River Valley Region (Southern MN) and is ideal for a talented wealth advisory leader that would enjoy:
The opportunity to play a key role in building CLA's RVR wealth advisory practice by strengthening existing client relationships, new business development and mentoring team members
Development of tax expertise to enhance and broaden client relationships
An entrepreneurial environment that offers autonomy, support and encouragement to make things happen
Consulting focused work that is meaningful and provides significant value to individuals and business owners
The opportunity to develop phenomenal client relationships by collaborating with CLA's Principals and other client professionals to deliver a full range of tax planning and wealth advisory services
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized kn...owledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.