Raleigh, NC · On-site
$61K - $95K/yr
... wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 9 ... CLA is currently seeking an Associate to join our CAAS (Healthcare Industry) team based out of one ...
Raleigh, NC · On-site
$61K - $95K/yr
... wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 9 ... CLA is currently seeking an Associate to join our CAAS (Healthcare Industry) team based out of one ...
Job Summary The Associate District Sales Director (ADSD) provides support and assistance to the ... Integrity is driven by a singular purpose: to help people protect their life, health and wealth so ...
Job Summary The Associate District Sales Director (ADSD) provides support and assistance to the ... Integrity is driven by a singular purpose: to help people protect their life, health and wealth so ...
Job Summary The Associate District Sales Director (ADSD) provides support and assistance to the ... Integrity is driven by a singular purpose: to help people protect their life, health and wealth so ...
Job Summary The Associate District Sales Director (ADSD) provides support and assistance to the ... Integrity is driven by a singular purpose: to help people protect their life, health and wealth so ...
From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... This position provides operational and trading support to financial planning associates and clients.
From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... This position provides operational and trading support to financial planning associates and clients.
From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... This position provides operational and trading support to financial planning associates and clients.
From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... This position provides operational and trading support to financial planning associates and clients.
$16 - $20/hr
The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...
$16 - $20/hr
The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...
Raleigh, NC · On-site
From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... Educates associates to leverage identified tax and estate planning opportunities embedded in client ...
Raleigh, NC · On-site
From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... Educates associates to leverage identified tax and estate planning opportunities embedded in client ...
Raleigh, NC · On-site
$16 - $20/hr
The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...
Raleigh, NC · On-site
$16 - $20/hr
The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...
$16 - $20/hr
The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...
$16 - $20/hr
The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...
Raleigh, NC · On-site
$15.50 - $18.50/hr
The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...
Raleigh, NC · On-site
$15.50 - $18.50/hr
The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...
Raleigh, NC · On-site
$15.50 - $18.50/hr
The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...
Raleigh, NC · On-site
$15.50 - $18.50/hr
The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...
Franklinton, NC · On-site
$10 - $13.75/hr
Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Franklinton, NC · On-site
$10 - $13.75/hr
Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Raleigh, NC · On-site
From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... Educates associates to leverage identified tax and estate planning opportunities embedded in client ...
Raleigh, NC · On-site
From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... Educates associates to leverage identified tax and estate planning opportunities embedded in client ...
Raleigh, NC · On-site
From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... Educates associates to leverage identified tax and estate planning opportunities embedded in client ...
Raleigh, NC · On-site
From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... Educates associates to leverage identified tax and estate planning opportunities embedded in client ...
Raleigh, NC · Hybrid
$14 - $19.50/hr
... wealth management by helping advisors meet the moment with its comprehensive technology ... How You 'll Contribute The Client Service Associate - MoneyGuide provides support and ...
Raleigh, NC · Hybrid
$14 - $19.50/hr
... wealth management by helping advisors meet the moment with its comprehensive technology ... How You 'll Contribute The Client Service Associate - MoneyGuide provides support and ...
Raleigh, NC · Hybrid
$14 - $19.50/hr
... wealth management by helping advisors meet the moment with its comprehensive technology ... How You 'll Contribute The Client Service Associate - MoneyGuide provides support and ...
Quick apply
Raleigh, NC · Hybrid
$14 - $19.50/hr
... wealth management by helping advisors meet the moment with its comprehensive technology ... How You 'll Contribute The Client Service Associate - MoneyGuide provides support and ...
Raleigh, NC · On-site
$16 - $20/hr
The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...
Raleigh, NC · On-site
$16 - $20/hr
The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...
... wealth management by helping advisors meet the moment with its comprehensive technology ... How You 'll Contribute The Client Service Associate - MoneyGuide provides support and ...
... wealth management by helping advisors meet the moment with its comprehensive technology ... How You 'll Contribute The Client Service Associate - MoneyGuide provides support and ...
Raleigh, NC · On-site
$16 - $20/hr
Warehouse Associate Location: Raleigh East, NC - 549A; 408 South Rogers Lane, Raleigh, North ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...
Raleigh, NC · On-site
$16 - $20/hr
Warehouse Associate Location: Raleigh East, NC - 549A; 408 South Rogers Lane, Raleigh, North ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...
$16 - $20/hr
The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...
$16 - $20/hr
The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...
$10.52 - $12.49
7% of jobs
$14.44 is the 25th percentile. Wages below this are outliers.
$12.49 - $14.47
18% of jobs
$14.47 - $16.44
18% of jobs
The median wage is $16.94 / hr.
$16.44 - $18.42
27% of jobs
$19.26 is the 75th percentile. Wages above this are outliers.
$18.42 - $20.39
11% of jobs
$20.39 - $22.37
3% of jobs
$22.37 - $24.34
2% of jobs
$24.34 - $26.32
2% of jobs
$26.32 - $28.30
5% of jobs
$28.30 - $30.27
3% of jobs
$30.27 - $32.25
3% of jobs
$10
$19
$32
| Aspect | Wealth Associate | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a bachelor's degree; certifications like Series 7 or 66 are common | Often requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard |
| Work Environment | Works in financial firms, supporting senior staff and client service teams | Works directly with clients to provide financial planning and investment advice |
| Employer & Industry Usage | Used by wealth management firms, banks, and financial institutions | Used 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.
$61K - $95K/yr
Full-time
Medical, Dental, Vision, Retirement
Posted 5 days ago
7.4
Based on 26 frontline employees who took The Breakroom Quiz
15th of 17 rated bookkeepers and accountants
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 (Healthcare Industry) team based out of one of the following offices: Tampa, FL; Dallas, TX; Raleigh, NC; West Hartford, CT; Cranston, RI; Livingston, NJ; or King of Prussia, PA.
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 New Jersey is: $61,700 - $95,000.
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.
#LI -SW1
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.
Get the full story on Breakroom
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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.
Accounting services
5,001 - 10,000 Employees
Minneapolis, MN, US
2012
