ZipRecruiter

Log In

1

Senior Wealth Strategy Associate Jobs in California

UBS

Senior Wealth Strategy Associate

Palo Alto, CA · On-site

Key responsibilities Do you enjoy going above and beyond and ensuring client's needs are met and exceeded? We're looking for a Senior Wealth Strategy Associate to: • perform all tasks related to ...

UBS

Senior Wealth Strategy Associate

San Jose, CA · On-site

Do you have experience supporting client relationships and mentoring junior team members? We're looking for a Senior Wealth Strategy Associate to: • Manage all aspects of client operations ...

UBS

Wealth strategy Associate

San Diego, CA · On-site

Does financial data excite you? We're looking for a Wealth Strategy Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand the ...

Fifth Third

Senior Wealth Strategist

San Francisco, CA · On-site

$143K - $185K/yr

Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax ... Senior Wealth Strategist Total Base Pay Range 121,900.00 - 262,100.00 USD Annual At Fifth Third, we ...

Fifth Third Bank

Senior Wealth Strategist

Los Angeles, CA · On-site

$130K - $169K/yr

Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax ... Senior Wealth Strategist Total Base Pay Range 121,900.00 - 262,100.00 USD Annual At Fifth Third, we ...

Fifth Third

Senior Wealth Strategist

Los Angeles, CA · On-site

$130K - $169K/yr

Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax ... Senior Wealth Strategist Total Base Pay Range 121,900.00 - 262,100.00 USD Annual At Fifth Third, we ...

Beacon Pointe

Senior Wealth Advisor

San Francisco, CA · On-site

$90 - $150/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and ... Wealth Advisors that join Beacon Pointe leverage an industry‑leading strategic platform of one of ...

Cetera

Senior Wealth Advisor - Hybrid

Oakland, CA · Hybrid

$275K/yr

Senior Wealth Managers are the face of the client relationship with a team built around them consisting of a client service, Tax, Legacy Wealth Strategies, Trading, CIO, and operational support. What ...

next page

Showing results 1-20

All JobsWealth Strategy Associate JobsSenior Wealth Strategy Associate JobsSenior Wealth Strategy Associate Jobs in California

Senior Wealth Strategy Associate information

See California salary details

$28.6K

$73.2K

$131.3K

How much do senior wealth strategy associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for senior wealth strategy associate in California is $73,226.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,900.00 and $93,800.00 per year, depending on experience, location, and employer.

What does a senior wealth strategy associate do?

A Senior Wealth Strategy Associate works with high-net-worth clients to develop and implement comprehensive financial strategies. They assist in managing investment portfolios, estate planning, tax optimization, and risk management. Their role often involves collaborating with advisors, conducting research, preparing client presentations, and ensuring that clients’ wealth management objectives are met efficiently. They also stay updated on market trends and regulations to provide informed guidance and support for complex financial decisions.

What are the key skills and qualifications needed to thrive as a senior wealth strategy associate, and why are they important?

To thrive as a Senior Wealth Strategy Associate, you need expertise in financial planning, investment analysis, and wealth management, typically supported by a bachelor’s degree in finance or a related field and often certifications like the CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is commonly required. Exceptional interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help build client trust and foster long-term relationships. These skills and qualities are crucial for delivering tailored financial strategies that meet clients’ goals and ensure satisfaction in a competitive industry.

How does a senior wealth strategy associate typically collaborate with financial advisors and clients to develop customized wealth management plans?

A Senior Wealth Strategy Associate regularly partners with financial advisors to analyze clients’ financial situations, identify their goals, and design tailored wealth management strategies. They often participate in client meetings, presenting insights on estate planning, tax optimization, and asset allocation. The role requires clear communication and close collaboration with both internal teams and external partners, ensuring that each plan aligns with the client's unique objectives and complies with current regulations. This collaborative approach not only deepens client relationships but also enhances the overall effectiveness of the wealth management team.

What is the difference between Senior Wealth Strategy Associate vs Wealth Strategy Associate?

AspectSenior Wealth Strategy AssociateWealth Strategy Associate
Required CredentialsBachelor's degree, CFP or similar certifications often preferredBachelor's degree, some certifications optional
Work EnvironmentMore client-facing, strategic planning, mentorship rolesSupport role, research, data analysis
Employer & Industry UsageFinancial advisory firms, private banks, wealth managementEntry to mid-level roles in similar firms

The main difference between a Senior Wealth Strategy Associate and a Wealth Strategy Associate lies in experience, responsibilities, and client interaction. Senior associates typically handle more complex planning, have leadership duties, and may mentor junior staff, whereas associates focus on research and supporting senior staff. Both roles are common in wealth management firms and require relevant certifications and industry knowledge.

What are popular job titles related to Senior Wealth Strategy Associate jobs in California?

For Senior Wealth Strategy Associate jobs in California, the most frequently searched job titles are:

What job categories do people searching Senior Wealth Strategy Associate jobs in California look for?

The top searched job categories for Senior Wealth Strategy Associate jobs in California are:

What cities in California are hiring for Senior Wealth Strategy Associate jobs?

Cities in California with the most Senior Wealth Strategy Associate job openings:

Senior Wealth Strategy Associate jobs near you
Infographic showing various Senior Wealth Strategy Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 66% Full Time, 29% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $73,226 per year, or $35.2 per hour.

Senior Wealth Strategy Associate

UBS - Experienced professionals - job boards

San Jose, CA

Full-time

Posted 8 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

17th of 175 rated banks

Job description

Do you currently hold active Series 7 and Series 66 licenses (or equivalent). Do you have ideally 2-3+ years of experience in wealth management or financial services. Do you have experience supporting client relationships and mentoring junior team members?
We're looking for a Senior Wealth Strategy Associate to:
Manage all aspects of client operations, including account opening, maintenance, and asset movement requests.
Deliver exceptional client service by responding to account-related inquiries and requests.
Build and strengthen client relationships while supporting business development initiatives.
Coach, mentor, and provide day-to-day support to junior team members.
Participate in team projects, meetings, and process improvement initiatives to enhance the client experience.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

UBS logo

About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

View All UBS Jobs

Apply