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Senior Wealth Strategy Associate Jobs in Florida

Mesirow Financial

Senior Wealth Advisor

Boca Raton, FL · On-site

We are recruiting for a Senior Wealth Advisor to join our expanding platform. The ideal candidate ... To learn more about our strategic growth plans for the Southeast region and the recent acquisition ...

Mesirow

Senior Wealth Advisor

Boca Raton, FL · On-site

We are recruiting for a Senior Wealth Advisor to join our expanding platform. The ideal candidate ... To learn more about our strategic growth plans for the Southeast region and the recent acquisition ...

AllianceBernstein

Private Wealth Associate

Miami, FL · On-site

$15 - $20/hr

Collaborate and network with senior professionals throughout the firm to fuel career success ... strategies * A focus on client service excellence, partnership and sales training in order to ...

Oxford Financial Group, Ltd.

Wealth Strategist

Palm Beach, FL · On-site

$117K - $151K/yr

POSITION SUMMARY The Wealth Strategist prepares estate and wealth planning analyses, including ... Review work from associates and integrate feedback. * Research and respond to estate and financial ...

Northern Trust

Wealth Strategist

Fort Lauderdale, FL · On-site

$116K - $150K/yr

As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management planning. With the ...

Northern Trust

Wealth Strategist

Fort Lauderdale, FL · On-site

$115K - $149K/yr

As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management planning. With the ...

Northern Trust

Wealth Strategist

Tampa, FL · On-site

$110K - $142K/yr

As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management planning. With the ...

Northern Trust

Wealth Strategist

Tampa, FL · On-site

$114K - $148K/yr

As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management planning. With the ...

Northern Trust

Wealth Strategist

Tampa, FL · On-site

$114K - $148K/yr

As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management planning. With the ...

Northern Trust

Wealth Strategist

Fort Lauderdale, FL · On-site

$116K - $150K/yr

As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management planning. With the ...

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Showing results 21-40

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

Senior Wealth Strategy Associate information

See Florida salary details

$21.7K

$55.4K

$99.4K

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

As of Aug 10, 2026, the average yearly pay for senior wealth strategy associate in Florida is $55,448.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,300.00 and $71,000.00 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 Florida? For Senior Wealth Strategy Associate jobs in Florida, the most frequently searched job titles are:
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Senior Wealth Strategy Associate jobs near you
Infographic showing various Senior Wealth Strategy Associate job openings in Florida 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 $55,448 per year, or $26.7 per hour.

Senior Wealth Advisor

Bessemer Trust Company

West Palm Beach, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Job description

Position Summary:
Bessemer Trust is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on new business development. This individual will be responsible for identifying, cultivating, and converting ultra-high-net-worth (UHNW) prospective clients into long-term clients within their assigned geographic region. The ideal candidate will have deep industry relationships, a consultative approach, and a proven track record of successfully sourcing and establishing new client relationships.
Key Responsibilities:
  • Develop and execute targeted outreach strategies to attract prospective clients.
  • Source new UHNW prospective clients through personal networks, centers of influence, and strategic partnerships.
  • Represent Bessemer Trust at industry events and conferences to build brand awareness, generate leads, and expand community outreach.
  • Lead prospective client engagement efforts from initial relationship inception to onboarding, including prospective client due diligence, meeting management, and adhering to all compliance requirements.
  • Collaborate with key specialists across Bessemer Trust's Wealth Planning, Family Office Management, Investments, and Client Advisors to develop customized and tailored prospective client solutions.
  • Build and expand relationships with attorneys, accountants, family offices and their firms in addition to other referral sources.
  • Leverage thought leadership and firm resources to engage prospective clients and deepen interest.
  • Stay informed on competitor landscape and UHNW client trends within the assigned geographic region.
  • Provide feedback to leadership on business development strategies and opportunities.
  • Coach and mentor Associate Wealth Advisors and Wealth Advisor Analysts to support continuous career development.
  • Partner with Wealth Advisor Solutions team on digital marketing efforts within the assigned geographic region.

Qualifications:
  • Substantial experience in the wealth management industry and knowledge of related product areas.
  • M.B.A. or J.D. preferred, or equivalent combination of education and/or experience.
  • Comprehensive knowledge of investments, tax and estate planning and/or banking services.
  • Proven track record of successful business building and relationship management.
  • Collaborative and excellent communicator.
  • Goal-oriented, self-starter.
  • Series 7 license and a Series 63 license (or its equivalent), or willing to obtain.

About Bessemer Trust
  • Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management - disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
  • Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
  • Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:
  • For 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
  • Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
  • To watch a video about Bessemer Trust's history, click here.
  • To learn more about Bessemer Trust, click here.

About Our Employee Rewards and Benefits:
We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
  • Competitive base salary plus discretionary annual bonus for select positions
  • A 401(k) plan with a generous annual profit-sharing contribution
  • Personalized development and career opportunities, including tuition reimbursement support
  • Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
  • Employee assistance (EAP) and wellness programs
  • Hybrid work environment: 60% in office, 40% remote for most positions
  • Paid time off and paid parental leave
  • Employer-paid life insurance and short- and long-term disability coverage
  • Legal services and financial wellness plans at no cost to employees

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