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Senior Wealth Strategy Associate Jobs in Georgia

Oxford Financial GRP

Sr. Wealth Strategist

Atlanta, GA · On-site

$116K - $151K/yr

The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and ... internal associates. DUTIES & RESPONSIBILITES Complex Client Estate and Wealth Planning ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

... Strategist on complex matters as needed. * Review work completed by junior team members and provide ... Leverage the time and expertise of Senior Wealth Advisors by assisting with and, at times ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA

... Strategist on complex matters as needed. * Review work completed by junior team members and provide ... Leverage the time and expertise of Senior Wealth Advisors by assisting with and, at times ...

MIO Partners

Wealth Planning Associate

Atlanta, GA · On-site

... strategies for high net worth individuals and families. The Wealth Planning Associate will play an ... Team and Client Support Support Wealth Planners and Senior Wealth Planners in all activities:

MIO Partners

Wealth Planning Associate

Atlanta, GA · On-site

... strategies across public and private markets. A defining characteristic of our business is our ... Team and Client Support Support Wealth Planners and Senior Wealth Planners in all activities:

Truist

Senior Wealth Strategist

Atlanta, GA · On-site

Leads complex, UHNW multi-generational wealth planning and strategy, typically with families with assets under management at Truist of $25MM and above. Partners with internal and external centers of ...

Truist

Senior Wealth Strategist

Atlanta, GA

Leads complex, UHNW multi-generational wealth planning and strategy, typically with families with assets under management at Truist of $25MM and above. Partners with internal and external centers of ...

YouLend

Strategy Associate

Atlanta, GA · On-site

Strategy Associate Department: Commercial Employment Type: Permanent Location: Atlanta Reporting To ... Excellent communication and presentation skills, with the ability to influence both senior internal ...

Diversified Trust

Relationship Associate

Atlanta, GA · On-site

$38K - $48K/yr

Primary Duties and Responsibilities * Assist senior wealth strategists and other client service ... Participate in wealth strategies team meetings and collaborate with colleagues to improve ...

New

AI Digital

Strategy Associate Director

Atlanta, GA · On-site +1

Build trusted client relationships and participate in RFP presentations, QBRs, and educational sessions as a senior strategic partner and subject matter expert. * Custom Proposal & Pitch Leadership:

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Senior Wealth Strategy Associate information

See Georgia salary details

$24.5K

$62.7K

$112.3K

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

As of Sep 1, 2026, the average yearly pay for senior wealth strategy associate in Georgia is $62,652.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,600.00 and $80,200.00 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 Georgia?

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

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

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

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

Cities in Georgia 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 Georgia as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $62,652 per year, or $30.1 per hour.

Senior Wealth Management Advisor

Atlanta, GA • On-site

KLS Workforce Solutions
Human Resources Consulting Services • 51 - 200 employees
Learn more about KLS Workforce Solutionsexternal

$250K - $450K/yr

Other

Medical, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Senior Wealth Management Advisor

KLS Workforce Solutions makes it easier than ever to find the right opportunity for you. Our comprehensive employment solutions are tailored to your unique needs and desires, so that you can find the perfect job without any hassle. Our team of recruiters and consultants collaborates with you throughout the process, offering tailored guidance and expert advice to help you make well-informed decisions.

KLS has been retained by a leading global asset management firm to identify an exceptional Senior Wealth Management Advisor. Operating backed by the extensive resources, research capabilities, and institutional prestige of a premier international firm, this position offers extraordinary financial earning potential and elite operational support for a high-performing wealth management professional in the Metro Atlanta market.

In this role, you will leverage your expertise to deliver tailored financial strategies and sophisticated investment solutions to high-net-worth and affluent private clients. You will operate as a trusted advisor, driving retail investment sales and expanding regional client relationships within the greater Atlanta metropolitan area.

Key Responsibilities:

  • Client Acquisition & Advisory: Drive business growth through direct retail financial investment sales, targeting affluent individual clients across Metro Atlanta.
  • Portfolio & Wealth Strategy: Formulate and execute bespoke wealth management, asset allocation, and investment strategies tailored to complex client objectives.
  • Community & Network Engagement: Actively participate in the local Atlanta business and civic community to foster institutional visibility and referral networks.
  • Relationship Management: Build and retain long-term, high-trust client relationships supported by top-tier internal operational and research resources.

Required Qualifications & Experience:

  • Proven Track Record: 10 to 30 years of successful sales experience as a Senior Wealth Management Advisor, Vice President, or Financial Advisor at an established investment firm, wealth manager, or banking institution.
  • Retail Sales Focus: Demonstrated expertise in retail financial investment sales dealing directly with high-net-worth clients (wholesale/institutional sales backgrounds are not applicable).
  • Community Presence: Deep roots and active engagement within the Metro Atlanta community.
  • Education: Bachelor's degree from an accredited four-year institution required; Master of Business Administration (MBA) or relevant industry designations preferred.
  • Location & Travel: Must currently reside in the Metro Atlanta, GA area. Position requires no overnight travel.
  • Book of Business: Portable client relationships preferred, but not mandatory for candidate consideration.

What We Offer:

  • Uncapped Earning Potential: Highly competitive base salary ($250,000 $450,000) supplemented by an aggressive commission structure.
  • Elite Support System: Full suite of back-office, administrative, technology, and portfolio management resources designed to maximize your time in front of clients.
  • Work-Life Balance: Local client focus with zero overnight travel requirements.
  • Comprehensive Benefits: Premium healthcare, retirement plans, and standard executive benefits.

Applicants must be authorized to work in the United States without sponsorship. Relocation assistance is not available for this role.

Apply