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Wealth Advisory Associate Jobs in Minnesota (NOW HIRING)

CliftonLarsonAllen

Accounting Senior, CAAS

Minneapolis, MN · On-site

$65K - $113K/yr

... 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. • ...

Cliftonlarsonallen

Accounting Senior, CAAS

Minneapolis, MN · On-site

$65K - $113K/yr

... 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 ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

$85K - $110K/yr

The Investment Associate will play a central role in implementing Cowell Financial's planning and ... Investment advisory and trust services are offered through Northwestern Mutual Wealth Management ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

The Investment Associate will play a central role in implementing Cowell Financial's planning and ... Investment advisory and trust services are offered through Northwestern Mutual Wealth Management ...

Northwestern Mutual

Operations Associate

Edina, MN · On-site

$65K - $75K/yr

Itasca Wealth is an established wealth management firm that helps our clients realize their ... Investment & Advisory Operations * Prepare and process paperwork for investment and advisory ...

Northwestern Mutual

Operations Associate

Edina, MN · Hybrid

Itasca Wealth is an established wealth management firm that helps our clients realize their ... Investment & Advisory Operations * Prepare and process paperwork for investment and advisory ...

Northwestern Mutual

Operations Associate

Edina, MN · On-site

Itasca Wealth is an established wealth management firm that helps our clients realize their ... Investment & Advisory Operations * Prepare and process paperwork for investment and advisory ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Members of Cowell ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Members of Cowell ...

RIA Recruiting

Associate Financial Planner

Edina, MN · Hybrid

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee ... The right candidate will be interested in growing into a future client-facing advisory role while ...

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Showing results 21-40

All JobsWealth Advisory Associate JobsWealth Advisory Associate Jobs in Minnesota

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 11, 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 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 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 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 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 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, 75% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $80,140 per year, or $38.5 per hour.

Accounting Senior, CAAS

CliftonLarsonAllen

Minneapolis, MN • On-site

$65K - $113K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 6 days ago

CliftonLarsonAllen rating

6.7

Company rating: 6.7 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

20th of 22 rated bookkeepers and accountants

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 a Senior, to join our CAAS (Retail Industry) group in our Minneapolis, MN office.
Job Responsibilities:
• Client Service: Develops an understanding of each client's business/organization operations. Competent in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.
• Day to Day Transactions: Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Month End Processing: Coordinates and reviews account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.) Completes complex account reconciliations (investments, debt, industry specific, etc.) Prepares, understands, and reviews financial statements (basic to complex.) Reviews general ledger, cashflow, allocations, etc. Proactively creates process and procedure documentation and builds their own backup.
• Other Quarterly/Annual Processing: Completes sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients.
• Oversee workflow and quality of work of Associates and Analysts. Supervise and ensure the efficiency and quality of work produced by Associates and Analysts.
• Special Projects: Assists with projects for internal audit, due diligence, system selection, and other consultative projects.
Job Requirements:
• 2 years of relevant accounting and/or financial experience is required.
• Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.
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 wage range for this position in Minnesota is: $65,100.00 - 113,000.00
#LI-NG1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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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.
To view a complete list of benefits, click here.

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About CliftonLarsonAllen

Sourced by ZipRecruiter

CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.

Industry

Accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

2012

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