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Senior Wealth Strategy Associate Jobs in Florida

RK Partners

Senior Wealth Advisor-Remote

Tampa, FL · On-site +1

$165K - $185K/yr

Senior Wealth Managers are long‑term strategic hires with a clear path to ownership. This role is ideal for someone with an entrepreneurial mindset who excels at explaining complex financial ...

RK Partners

Senior Wealth Advisor-Remote

Tampa, FL · On-site +1

Senior Wealth Managers are longterm strategic hires with a clear path to ownership. This role is ideal for someone with an entrepreneurial mindset who excels at explaining complex financial concepts ...

Vanguard

Senior Wealth Advisor

Tampa, FL

Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available ... strategies that will help our ultra-high net Worth clients achieve their unique financial goals.

Vanguard

Senior Wealth Advisor

Miami, FL

Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available ... strategies that will help our ultra-high net Worth clients achieve their unique financial goals.

Vanguard Group, Inc.

Senior Wealth Advisor

Tampa, FL · On-site

Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available ... strategies that will help our ultra-high net Worth clients achieve their unique financial goals.

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 ...

Vanguard Group, Inc.

Senior Wealth Advisor

Miami, FL · On-site

Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available ... strategies that will help our ultra-high net Worth clients achieve their unique financial goals.

Bank of America

Wealth Strategies Advisor

Sarasota, FL · On-site

Works with Wealth Strategy Specialists and/or Wealth Strategy Analysts to gather information, run analyses, and develop planning solutions based on these analyses * Develops holistic, integrated ...

Bank of America

Wealth Strategies Advisor

Naples, FL · On-site

Works with Wealth Strategy Specialists and/or Wealth Strategy Analysts to gather information, run analyses, and develop planning solutions based on these analyses * Develops holistic, integrated ...

Vangard, Inc.

Senior Wealth Advisor

Tampa, FL

Vanguard is seeking Wealth Advisors and Senior Wealth Advisorsfor remote opportunities available to ... As a Wealth Advisor within Vanguard'sPersonal Wealthdivision, you will develop tailored strategies ...

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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 Sep 3, 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.

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 Florida?

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

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

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

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

Cities in Florida 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 Florida as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $55,448 per year, or $26.7 per hour.

Senior Wealth Advisor

Beacon Pointe Advisors LLC

Winter Park, FL • On-site

$125K - $175K/yr

Full-time

Re-posted yesterday

Job description

Job Description

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

  • We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
  • With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
  • Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

  • Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
  • Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
  • Collaborate with internal specialists to deliver integrated solutions
  • Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

  • 5+ years of experience as a Financial Advisor or Wealth Advisor
  • Proven track record of client acquisition and asset growth
  • Background in a wirehouse, independent broker-dealer, bank, or RIA environment
  • Financial planning experience preferred
  • CFP®, CFA, or other professional designations preferred
  • Bachelor’s degree in Finance, Business, Economics or related field preferred
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit  Awards Disclosures.