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Wealth Associate Jobs in Kentucky (NOW HIRING)

CliftonLarsonAllen Wealth Advisors, LLC

$54 - $93/hr

... wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 9 ... CLA is currently seeking an Associate to join our CAAS (Manufacturing Industry) team based out of ...

CliftonLarsonAllen Wealth Advisors, LLC

$60 - $80/hr

... wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8 ... CLA is currently seeking a Seasonal Tax Senior Associate to join our La Crosse, WI Tax practice.

Savvy Wealth, Inc.

$85 - $130/hr

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer ... We are seeking a Senior Strategic Growth Associate, Advisor Recruiting to join our dynamic Advisor ...

CliftonLarsonAllen Wealth Advisors, LLC

$54 - $93/hr

... wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 9 ... CLA is currently seeking an Associate to join our CAAS (Construction Industry) team based out of ...

National Black MBA Association

$70 - $110/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 ...

New

HighTower Advisors, LLC

$120 - $180/hr

Associate Director of Taxation - Argent Wealth Management 200 5th Ave, Waltham, MA 02451, USA Posted Tuesday, August 11, 2026 at 5:00 AM Your Future Team Investments, estate, tax and financial ...

Retirement Resource Center, LLC.

$71 - $81/hr

Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

HighTower Advisors, LLC

$75 - $85/hr

Trading and Client Operations Associate - Dechtman Wealth Management Centennial, CO, USA Posted Monday, August 10, 2026 at 5:00 AM Your Future Team What You'll Do * Execute trades across client ...

Corient

$66 - $106/hr

Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor* Data ...

Captrust

$80 - $90/hr

CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and ... Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which ...

BOK Financial Corporation

$70 - $110/hr

Private Wealth Banker Location: Tulsa -TUL Areas of Interest: Wealth Management Pay Transparency ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

Retirement Resource Center, LLC.

$155 - $167/hr

Educate and coach client-facing Wealth Management associates on TIAA's solutions and tools within the framework of TIAA's Client Engagement Model. * Participate as a keynote speaker at client ...

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 ...

Equitable Advisors

$60 - $90/hr

- Wealth Management Associate - Retirement Benefits Group - SC, Greenville (2667) (PIN_15251) Organization ** Join Equitable Advisors: A Pathway to Possibilities and Positive Impact ** Are you ready to ...

Savvy Wealth, Inc.

$70 - $110/hr

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer ... The Savvy team is looking for an experienced Senior Client Associate who is ready to apply their ...

National Black MBA Association

$65 - $108/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 ...

Corient

$85 - $120/hr

Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor* Data ...

Soteria Reinsurance Ltd.

$120 - $170/hr

... associates both professionally and personally through a competitive total rewards package ... their wealth management and retirement planning goals with confidence and peace of mind.

New

Koitecc Solutions

$86 - $127/hr

We\'re seeking someone to join our team as an Associate supporting audits, continuous monitoring, and closure verification across Wealth Management. The Internal Audit Division (IAD) drives attention ...

CliftonLarsonAllen Wealth Advisors, LLC

$55 - $75/hr

Our Akron location is seeking Federal Tax Strategies (Credits and Incentives) Associate. Primary ... Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC ...

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All JobsWealth Associate JobsWealth Associate Jobs in Kentucky

Wealth Associate information

See Kentucky salary details

$9

$17

$28

How much do wealth associate jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for wealth associate in Kentucky is $17.26, according to ZipRecruiter salary data. Most workers in this role earn between $12.93 and $17.93 per hour, depending on experience, location, and employer.

What does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

What are the key skills and qualifications needed to thrive as a wealth associate?

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

What are the most commonly searched types of Wealth jobs in Kentucky?

The most popular types of Wealth jobs in Kentucky are:

What cities in Kentucky are hiring for Wealth Associate jobs?

Cities in Kentucky with the most Wealth Associate job openings:

Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $35,893 per year, or $17.3 per hour.

Accounting Associate - CAAS Manfacturing

CliftonLarsonAllen Wealth Advisors, LLC

On-site

$54 - $93/hr

Other

Medical, Dental, Vision, Retirement

Posted 4 days ago

Key responsibilities

  • Handle multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.

  • Coordinate and process accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.

  • Complete financial statements and account reconciliations, including bank, credit card, prepaids, fixed assets, and accruals.

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 9,000 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 Associate to join our CAAS (Manufacturing Industry) team based out of our Minneapolis, MN office.

Job Responsibilities:
  • Client Service: Gains ability to handle multiple clients, software, and chart of accounts daily, weekly and monthly basis.
  • Day to Day Transactions: Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.
  • Month End Processing: Completes financial statements. Coordinates and completes account reconciliations (i.e. bank & credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals.) Completes complex account reconciliations that have been previously set up and supported by Senior Associate, Assistant Controller, Controller or CFO.
  • Quarterly/Annual Processing: Completes sales tax returns, Form 1099s and other forms or items as requested by clients.
Job Requirements:
  • Accounting and financial experience is preferred.
  • Bachelor's degree is required.
  • Combination of related experience, education, and training may be accepted in lieu of degree.
Compensation

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 Minneapolis is: $53,700 - $93,000.

Equal Opportunity Employer

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.

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.

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.

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