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Wealth Advisory Associate Jobs in Kentucky (NOW HIRING)

$90 - $140/hr

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory ...

New

$145 - $165/hr

The Manager, Advisory Leadership Team, leads and develops Associate Wealth Advisors (AWAs) while driving execution of key business strategies and ensuring alignment with Focus Partners Wealth ...

$70 - $100/hr

... wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8 ... Oversee workflow and quality of work of Associates and Analysts**. Supervise and ensure the ...

$110 - $120/hr

We offer a diverse mix of proprietary and sub-advisory investment strategies within our open ... wealth management firm that provides investment, financial and retirement planning services to ...

$74 - $126/hr

... wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8 ... Supervise and ensure the efficiency and quality of work produced by Associates and Analysts. • ...

The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building client acquisition discipline in the Louisville market through CPA partner channels, referrals, and ...

The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building client acquisition discipline in the Louisville market through CPA partner channels, referrals, and ...

The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building client acquisition discipline in the Louisville market through CPA partner channels, referrals, and ...

$90 - $120/hr

... and prospects, Wealth Advisors, and internal teams. The Senior Client Service Associate is a ... advisory, investment, operations, trading, tax, billing, and other support teams. #J-18808-Ljbffr

New

Opening Summary The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building client acquisition discipline in the Louisville market through CPA partner channels ...

$120 - $180/hr

Position Overview The taxation team within Argent Wealth Management serves as an important strategic partner to our advisory team in working with our clients. The Associate Director Taxation is an ...

... advisory services and support to current clients at the highest level. This individual will have ... Mentor to Associate Wealth Advisors, Client Service Associates and rest of team * Constant and ...

$100 - $120/hr

Working collaboratively with Product Management, Operations, Compliance, Advisory Teams, and vendor ... Demonstrated understanding of wealth management, portfolio reporting, investment operations, or ...

$150 - $230/hr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...

New

... training sessions, associate meetings, and professional development opportunities to build ... wealth advisory teams to gain exposure to integrated tax and financial planning concepts and ...

$269 - $307/hr

Associates within TDRM are highly-skilled information security, cybersecurity, site reliability ... They have a wealth of experience and a demonstrated ability to add value with their advice and to ...

$150 - $230/hr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...

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Showing results 1-20

Wealth Advisory Associate information

See Kentucky salary details

$22.9K

$77K

$135.8K

How much do wealth advisory associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for wealth advisory associate in Kentucky is $76,976.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,795.00 and $92,859.00 per year, depending on experience, location, and employer.

What is a wealth advisory associate?

Wealth Advisory Associates are financial professionals who support clients in managing, growing, and protecting their wealth. They typically work with senior advisors to develop tailored investment strategies, provide financial planning advice, and help clients achieve their financial goals. Their responsibilities may include conducting research, preparing financial reports, and maintaining client relationships. Wealth Advisory Associates often serve as a key point of contact for clients and assist with a wide range of financial services.

What are some typical career advancement paths for a wealth advisory associate?

As a Wealth Advisory Associate, you can expect to start by supporting senior advisors in client relationship management, portfolio analysis, and financial planning. With experience and demonstrated success, you may advance to roles such as Wealth Advisor or Senior Associate, taking on your own client base and leading complex financial strategies. Many firms offer mentorship programs, internal training, and opportunities to obtain certifications (such as CFP or CFA) to support your growth. Career progression often depends on your ability to build trust with clients, manage portfolios effectively, and contribute to business development.

What are the key skills and qualifications needed to thrive as a wealth advisory associate, and why are they important?

To thrive as a Wealth Advisory Associate, you need a solid understanding of financial markets, investment strategies, and client relationship management, typically supported by a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications like the Series 7 or CFP is often required. Strong interpersonal skills, attention to detail, and effective communication help build trust and deliver tailored advice to clients. These skills ensure accurate financial guidance, client satisfaction, and long-term business growth in a competitive industry.

What is the difference between Wealth Advisory Associate vs Financial Advisor?

AspectWealth Advisory AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentSupports senior advisors in a team setting, often within banks or financial firmsDirectly interacts with clients, providing personalized financial planning
Employer & Industry UsageUsed in wealth management firms, banks, and financial institutionsCommon across independent practices, banks, and advisory firms
Search & Comparison IntentOften compared for entry-level roles supporting financial planningCompared for client-facing financial planning roles

The main difference is that a Wealth Advisory Associate typically supports senior advisors and focuses on research and administrative tasks, while a Financial Advisor directly manages client relationships and provides personalized financial advice. Both roles require similar certifications and work within the wealth management industry, but their responsibilities and client interaction levels differ.

What are popular job titles related to Wealth Advisory Associate jobs in Kentucky?

For Wealth Advisory Associate jobs in Kentucky, the most frequently searched job titles are:

What job categories do people searching Wealth Advisory Associate jobs in Kentucky look for?

The top searched job categories for Wealth Advisory Associate jobs in Kentucky are:

What cities in Kentucky are hiring for Wealth Advisory Associate jobs?

Cities in Kentucky with the most Wealth Advisory Associate job openings:

$90 - $140/hr

Other

Medical, Dental, Vision, Retirement

Posted 2 days ago

New


Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is currently seeking an Audit Senior to join our Nonprofit practice. CLA consisting of over 850 professionals serving over 12,000 nonprofits. This is an in-office position.

How you’ll create opportunities in this Audit Senior role:
  • Plan, lead, and execute Assurance engagements to provide excellent client service
  • Working closely with clients and decision makers while performing a wide range of assurance procedures
  • Preparing all necessary financial statement and related disclosures and reportable condition correspondence letters
  • Assessing the design and implementation of internal controls
  • Schedule, delegate, and train team members to help them build inspired careers
  • Collaborate with managers/principals to ensure effective communication and service delivery
  • Get the opportunity to work with many great clients
  • Develop and maintain effective client relationships
What you will need:
  • Bachelor’s degree in Accounting, Finance, or related field is required
  • Eligible to sit for the CPA exam preferred
  • 2 years of relevant audit experience required
  • Nonprofit experience is strongly preferred
  • Single Audit experience is a plus
  • The ability to travel to client sites may also require infrequent overnight travel

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Maryland is $83,000.00 - $141,000.00

The compensation range for this position in Virginia is $87,000.00 - $141,000.00

The compensation range for this position in New York is $96,000.00 - $146,000.00

#LI-MM1

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

  • health
  • dental
  • vision
  • 401k
  • much more
Start your inspired career

When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles - it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.

With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you.

For more information visit CLAconnect.com.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

CLA is an equal opportunity employer. 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.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact mypeoplesolutions@claconnect.com

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