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Senior Wealth Strategy Associate Jobs in Connecticut

NewEdge Capital Group LLC

Wealth Strategist

Stamford, CT

$150K - $190K/yr

Reporting directly to the Head of Wealth Strategy, the Wealth Strategist will own the preparation and delivery of comprehensive wealth strategy reviews, support Senior Wealth Strategists on complex ...

Corient Services LLC

Senior Wealth Analyst

Westbrook, CT · On-site

$80 - $110/hr

Spend the vast majority of time preparing for and in client meetings, documenting task items, and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor.

AllianceBernstein Holding L.P.

Associate

Stamford, CT · On-site

$80K - $86K/yr

Collaborate and network with senior professionals throughout the firm to fuel career success ... Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take ...

AllianceBernstein

Associate

Stamford, CT · On-site

$80K - $86K/yr

Collaborate and network with senior professionals throughout the firm to fuel career success ... Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take ...

M&T Bank

Wealth Advisor Team Leader

Fairfield, CT

$204K - $340K/yr

Works closely with senior management in managing the team. Primary Responsibilities: * Lead a team ... strategies. * Develop and maintain a pipeline of Wealth Advisor talent to support continued growth ...

M&T Bank

Wealth Advisor Team Leader

Fairfield, CT · On-site

$204K - $340K/yr

Works closely with senior management in managing the team. Primary Responsibilities: * Lead a team ... strategies. * Develop and maintain a pipeline of Wealth Advisor talent to support continued growth ...

Wilmington Trust

Wealth Advisor Team Leader

Fairfield, CT

$204K - $340K/yr

Works closely with senior management in managing the team. Primary Responsibilities: * Lead a team ... strategies. * Develop and maintain a pipeline of Wealth Advisor talent to support continued growth ...

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Senior Wealth Strategy Associate information

See Connecticut salary details

$27.6K

$70.6K

$126.5K

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

As of Aug 31, 2026, the average yearly pay for senior wealth strategy associate in Connecticut is $70,584.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $90,400.00 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 Connecticut?

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

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

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

Senior Wealth Strategy Associate jobs near you
Infographic showing various Senior Wealth Strategy Associate job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 2% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $70,584 per year, or $33.9 per hour.

Wealth Strategist

NewEdge Capital Group LLC

Stamford, CT

$150K - $190K/yr

Full-time

Re-posted 26 days ago

Job description

Job Summary:

The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized resource for high-net-worth clients. This mid-level position is designed for a credentialed planning professional who can independently manage sophisticated client engagements spanning cash flow and liquidity planning, estate and wealth transfer planning, tax mitigation planning, business succession planning, and philanthropy.

Reporting directly to the Head of Wealth Strategy, the Wealth Strategist will own the preparation and delivery of comprehensive wealth strategy reviews, support Senior Wealth Strategists on complex client matters, and serve as a technical resource for appropriate. This role requires a practitioner who is as comfortable in a client-facing meeting as in the mechanics of eMoney or a complex estate planning scenario.

Location: Stamford, CT or New York, NY

Responsiblities and Duties:

Cash Flow & Liquidity Planning 

  • Build and maintain comprehensive plans using eMoney Advisor, serving as the team's primary power user for the platform.
  • Develop detailed cash flow models for UHNW clients.
  • Coordinate modeling with investment team.
  • Maintain and update plans on an ongoing basis as client circumstances change.

Estate Planning

  • Review and interpret estate planning documents including revocable and irrevocable trusts, wills, powers of attorney, and healthcare directives.
  • Develop estate planning analyses illustrating wealth transfer strategies, including GRATs, SLATs, IDGTs, QPRTs, and family limited partnerships.
  • Coordinate with outside estate planning counsel to support plan implementation and document execution.
  • Summarize complex estate structures into client ready formats.

Business Succession Planning

  • Analyze and illustrate key-person planning, buy-sell agreements, deferred compensation structures, and exit planning strategies.
  • Coordinate with M&A advisors, CPAs, and legal counsel in support of liquidity events.

Philanthropic Planning

  • Develop philanthropic strategies including donor-advised funds, charitable remainder trusts, charitable lead trusts, and private foundations.
  • Quantify tax and wealth transfer benefits of charitable strategies within the broader plan.
  • Assist clients in articulating and implementing a cohesive charitable giving philosophy.

Client Engagement 

  • Participate in client-facing meetings and present planning analyses in a clear and compelling manner.
  • Collaborate with investment, and other specialists across the firm to deliver integrated advice.

Core Competencies:

  • Strong analytical and quantitative skills with an ability to translate complex planning concepts into clear client narratives.
  • Exceptional written and verbal communication; ability to present comfortably in both advisor and client settings.
  • High degree of intellectual curiosity and staying current on evolving tax law, estate planning techniques, and financial planning best practices.
  • Organized, detail-oriented, and capable of managing multiple active engagements concurrently.
  • Collaborative mindset with a strong sense of professional accountability.

Qualifications:

  • Bachelor's degree required; advanced degree (J.D., LL.M., M.T., or MBA) a strong plus.
  • CFP® designation required; two or more credentials preferred.
  • Minimum 7 years of experience in comprehensive wealth planning.
  • Background in a family office, RIA, private bank, or multi-family office environment strongly preferred.
  • Demonstrated experience preparing and presenting client-ready financial plans for UHNW clients.
  • Exposure to complex planning across estate, tax, insurance, and business owner contexts required.
  • Deep proficiency in eMoney Advisor required; ability to build complex multi-account plans, run detailed cash flow projections, and leverage advanced planning modules.
  • Strong command of Microsoft Office, particularly Excel for financial modeling.
  • Familiarity with document management systems and CRM platforms (Salesforce preferred).

Salary: $150,000 - $190,000, based on experience

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