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Senior Wealth Strategy Associate Jobs in Florida

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 ...

Bank of America

Wealth Strategies Advisor

Tampa, 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

Orlando, 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

Miami, FL · On-site

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 ...

Bank of America

Wealth Strategies Advisor

Orlando, FL · On-site

$90 - $150/hr

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

Tampa, 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 ...

Citi

Senior Wealth Advisor SAFE Act

Coral Springs, FL · On-site

$70K/yr

The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary ... planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team ...

Citi

Senior Wealth Advisor SAFE Act

Boca Raton, FL · On-site

$70K/yr

The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary ... planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team ...

Ci

Real Estate Strategy Associate

Miami, FL · On-site

... wealth for future generations, and provide for the people, causes and communities they care about ... and senior leadership. * Track and manage the real estate strategy pipeline, coordinating with ...

Citi

Senior Wealth Advisor SAFE Act - Miami

Miami, FL · On-site

$70K - $200K/yr

The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary ... planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team ...

Santander

Sr. Director of Wealth Advisors

Miami, FL · On-site

Sr. Director of Wealth Advisors Country: United States of America It Starts Here: Santander is a ... This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and ...

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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

Mesirow

Boca Raton, FL • On-site

Full-time

Re-posted 28 days ago

Job description

The Opportunity
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. We are proud of our employee-owned culture, built on collaboration and shared success, empowering our professionals to develop meaningful relationships, pursue growth opportunities and make a lasting impact for our clients and communities. Mesirow has been named one of the Best Places to Work in Chicago by Crain's Chicago Business multiple times and is one of Barron's Top 100 RIA firms.
Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $13.1B in assets under management as of March 31, 2026, we have earned a reputation for effectively managing our clients' needs and goals. Wealth management has been Mesirow's flagship business for nearly 90 years, built around our trusted advisors who have an average tenure at the firm of 19 years.
We are recruiting for a Senior Wealth Advisor to join our expanding platform. The ideal candidate will be equally adept at working independently or with a team to develop and maintain strong client relationships, providing investment and wealth management solutions. This individual will be oriented to building a practice upon fee-based, discretionary managed portfolios. To learn more about our strategic growth plans for the Southeast region and the recent acquisition, please Click here
Primary Duties:
  • Utilize network to build relationships, enhance Mesirow Wealth Advisor and personal brand, and build a pipeline of qualified leads
  • Work with management and/or team to progress leads through pipeline with the goal to onboard them as new clients.
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Implement investment recommendations appropriate for clients.
  • Implement financial planning recommendations with client portfolios.
  • Monitor financial market trends to ensure plans are effective and identify any necessary changes.

Minimum Qualifications:
  • Highly motivated self-starter with a strong work ethic, positive "can-do" attitude who is energized by the process of identifying prospective clients and closing new business.
  • 5+ years experience working in HNW RIA environment.
  • Strong desire for business development; has local contacts and robust networking capability.
  • Bachelor's degree in Finance or similar.
  • Series 65 license highly preferred.
  • CFP® designation highly preferred.
  • Familiarity with Black Diamond performance reporting and eMoney financial planning software.
  • Exceptional organization, research and time management skills; attention to detail.
  • Strong professional communication skills, both written and verbal.
  • Effective and timely management of project multitasking.
  • Ability to work in a team environment.

EOE
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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