$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
$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
$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 ...
$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 ...
$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 ...
$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. • ...
$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. • ...
Louisville, KY · On-site
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 ...
Louisville, KY · On-site
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 ...
Louisville, KY · On-site
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 ...
Louisville, KY · On-site
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 ...
Louisville, KY · On-site
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 ...
Quick apply
Louisville, KY · On-site
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
$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
Louisville, KY · On-site
$110 - $170/hr
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 ...
Louisville, KY · On-site
$110 - $170/hr
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 ...
$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 ...
Covington, KY · On-site
... 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 ...
Quick apply
Covington, KY · On-site
... 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 ...
Covington, KY · On-site
... 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 ...
Covington, KY · On-site
... 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 ...
$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
$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
Louisville, KY · On-site
... training sessions, associate meetings, and professional development opportunities to build ... wealth advisory teams to gain exposure to integrated tax and financial planning concepts and ...
Louisville, KY · On-site
... 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 ...
$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 ...
New
$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
Louisville, KY · On-site
$96K - $206K/yr
KPMG Advisory Practice The KPMG Advisory practice is at the forefront of transformation, offering ... With a wealth of learning and career development opportunities, a world-class training facility ...
Louisville, KY · On-site
$96K - $206K/yr
KPMG Advisory Practice The KPMG Advisory practice is at the forefront of transformation, offering ... With a wealth of learning and career development opportunities, a world-class training facility ...
Sacramento, KY · On-site
$28.85 - $33.65/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Sacramento, KY · On-site
$28.85 - $33.65/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
$22.9K - $33.1K
3% of jobs
$33.1K - $43.4K
9% of jobs
$43.4K - $53.7K
6% of jobs
$58.1K is the 25th percentile. Wages below this are outliers.
$53.7K - $63.9K
16% of jobs
The median wage is $69.9K / yr.
$63.9K - $74.2K
28% of jobs
$74.2K - $84.5K
9% of jobs
$88.3K is the 75th percentile. Wages above this are outliers.
$84.5K - $94.7K
13% of jobs
$94.7K - $105K
9% of jobs
$105K - $115.3K
2% of jobs
$115.3K - $125.5K
2% of jobs
$125.5K - $135.8K
4% of jobs
$22.9K
$77K
$135.8K
| Aspect | Wealth Advisory Associate | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a bachelor's degree; certifications like Series 7 or 66 are common | Often requires similar certifications; may hold CFP or CFA designations |
| Work Environment | Supports senior advisors in a team setting, often within banks or financial firms | Directly interacts with clients, providing personalized financial planning |
| Employer & Industry Usage | Used in wealth management firms, banks, and financial institutions | Common across independent practices, banks, and advisory firms |
| Search & Comparison Intent | Often compared for entry-level roles supporting financial planning | Compared 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.
For Wealth Advisory Associate jobs in Kentucky, the most frequently searched job titles are:
The top searched job categories for Wealth Advisory Associate jobs in Kentucky are:
Cities in Kentucky with the most Wealth Advisory Associate job openings:
$90 - $140/hr
Other
Medical, Dental, Vision, Retirement
Posted 2 days ago
New
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: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 CLATo 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.
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 CLACLA 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