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Senior Wealth Strategy Associate Jobs in California

UBS

Senior Wealth Strategy Associate

Westlake Village, CA · On-site

$90K - $140K/yr

Can you build collaborative relationships with internal business partners to deliver solutions and identify new business opportunities? We're looking for a Wealth Strategy Associate to: • build ...

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 ...

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 ...

Orion

SVP, Wealth Strategy

San Francisco, CA · On-site

As a SVP, Wealth Strategy, you will be responsible for leading business unit strategy for Orion Wealth Management's wealth product, platform, and advisor experience organization. This role defines ...

Orion

SVP, Wealth Strategy

San Francisco, CA · Hybrid

As a SVP, Wealth Strategy, you will be responsible for leading business unit strategy for Orion Wealth Management's wealth product, platform, and advisor experience organization. This role defines ...

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 ...

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 ...

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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 Aug 7, 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.

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 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 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 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.
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, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% 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

Westlake Village, CA • On-site

Other

Posted 13 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 170 rated banks

Job description

Do you have the knowledge, ambition and experience to
drive the business development of our client base. Can
you build collaborative relationships with internal business partners to deliver solutions and identify new business opportunities?
We're looking for a Wealth Strategy Associate to:
build important relationships with those inside the fi rm
as well as with partners outside of UBS to better meet
client investment needs.
proactively identify new business opportunities from our
existing and prospective clients
coordinate and manage the team's business
development eff orts by creating and implementing a
strategic client book development plan
work closely with teammates, as well as with clients to
solve complex problems and develop creative solutions for client portfolios.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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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

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