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Wealth Advisory Associate Jobs in Minnesota (NOW HIRING)

CliftonLarsonAllen LLP

Assurance Senior

Minneapolis, MN · On-site

$71 - $124/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 ...

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Cliftonlarsonallen

Tax Senior

Alexandria, MN

$71K - $124K/yr

... wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8 ... CLA is currently seeking a Tax Senior Associate to join our Alexandria, MN Tax practice. How you'll ...

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Wealth Advisory Associate information

See Minnesota salary details

$23.8K

$80.1K

$141.4K

How much do wealth advisory associate jobs pay per year?

As of Aug 31, 2026, the average yearly pay for wealth advisory associate in Minnesota is $80,140.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,211.00 and $96,676.00 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 Minnesota?

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

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

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

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

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

Wealth Advisory Associate jobs near you
Infographic showing various Wealth Advisory Associate job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 25% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $80,140 per year, or $38.5 per hour.

Tax Senior

Alexandria, MN • On-site

CliftonLarsonAllen Wealth Advisors, LLC
See more jobs at CliftonLarsonAllen Wealth Advisors, LLCexternal

$72 - $124/hr

Other

This job post has expired today. Applications are no longer accepted.

Job description

## Tax SeniorApplylocations: Alexandria, MNtime type: Full timeposted on: Posted Todayjob requisition id: R17708CLA 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 a **Tax Senior Associate** to join our Alexandria, MN Tax practice.**How you’ll** *create opportunities* **in this Tax Senior Associate role:*** Prepare, supervise, and review individual, C corporation, S corporation, and partnership engagements.* Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues.* Focus on engagement management and operational excellence.* Develop and train team members to help them build *inspired careers.** Expand your technical and professional knowledge through greater exposure to client interactions, regular self-study, and training opportunities.* Get the opportunity to work with many great clients**What you will need:*** You have a Bachelor's Degree in Accounting, Finance, or a related field.* You have an active CPA license (or EA for Tax positions) or are eligible to sit for the CPA exams and meet the 150-credit requirement to obtain a CPA license.* You have **at least 2 years’ experience** as an associate in public accounting.* You are looking for a firm that will support and foster your aspiring career goals.* You jump at the chance to help others and you’re ready to join a team of high-performing people.* You have a knack for solving issues and confidently bring solutions to the table.* You love public accounting!**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 Minnesota is: $71,800.00 - $124,000 #J-18808-Ljbffr

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