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Senior Wealth Strategy Associate Jobs in Nebraska

Job Title Corporate Strategy Consulting Associate Requisition Number R7894 Corporate Strategy ... Ability to clearly communicate findings and recommendations to senior leadership * Highly organized ...

Tax Senior - Private Wealth

Omaha, NE · On-site

$78K - $96K/yr

Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of ... What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level ...

The Senior Institutional Associate serves as the primary relationship manager and trusted advisor ... Coordinate internal resources to deliver comprehensive wealth management solutions. * Develop ...

SVP, Business Development

La Vista, NE · On-site

$160K - $185K/yr

The SVP provides strategic direction for the Business Development team including strategic ... Responsibilities: * Represent Osaic and our Wealth Management Firms, starting with a deep ...

SVP, Business Development

La Vista, NE · On-site

$160K - $185K/yr

The SVP provides strategic direction for the Business Development team including strategic ... Responsibilities: * Represent Osaic and our Wealth Management Firms, starting with a deep ...

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... for senior leadership and stakeholders * Work cross-functionally with commercial, analytics ...

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... for senior leadership and stakeholders * Work cross-functionally with commercial, analytics ...

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... for senior leadership and stakeholders * Work cross-functionally with commercial, analytics ...

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... for senior leadership and stakeholders * Work cross-functionally with commercial, analytics ...

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... for senior leadership and stakeholders * Work cross-functionally with commercial, analytics ...

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Showing results 1-20

Senior Wealth Strategy Associate information

See Nebraska salary details

$27.6K

$70.7K

$126.8K

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

As of Aug 12, 2026, the average yearly pay for senior wealth strategy associate in Nebraska is $70,744.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,400.00 and $90,600.00 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 job categories do people searching Senior Wealth Strategy Associate jobs in Nebraska look for? The top searched job categories for Senior Wealth Strategy Associate jobs in Nebraska are:
What cities in Nebraska are hiring for Senior Wealth Strategy Associate jobs? Cities in Nebraska with the most Senior Wealth Strategy Associate job openings:
Infographic showing various Senior Wealth Strategy Associate job openings in Nebraska as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $70,744 per year, or $34 per hour.

Corporate Strategy Consulting Associate

CSAA

On-site

Full-time

Retirement

Posted 12 days ago


Job description

External candidates: In order for your application to be correctly processed please sign-in before you apply

Internal candidates: Please go to Workday and click "Find Jobs" link under Career

Thank you for considering opportunities with us!

Job Title

Corporate Strategy Consulting Associate

Requisition Number

R7894 Corporate Strategy Consulting Associate (Open)

Location

Arizona - Home Teleworkers

Additional Locations

Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker, Montana - Home Teleworkers {+ 20 more}

Job Information

CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work.

We are actively hiring for a Corporate Strategy Consulting Associate - Remote

Your Role: This Corporate Strategy Consulting Associate will support planning and initiatives at the enterprise and business unit levels. This role will be instrumental in driving data-backed insights, market analysis, and planning efforts that inform decision-making at the executive level. The ideal candidate brings intellectual curiosity, strong analytical capabilities, and a foundational understanding of the P&C insurance industry. This role will serve as a Strategy generalist within a growing Strategic Planning practice.

Your Work:

  • Support development of multi-year strategic plans at the enterprise and business unit levels.
  • Conduct market, competitor, and customer research to identify trends, risks, and growth opportunities.
  • Analyze internal performance data to identify key strategic insights and performance drivers.
  • Collaborate with cross-functional teams (e.g., Operations, Finance, Innovation, HR, Technology, etc.) to inform strategic priorities.
  • Support development for new initiatives, partnerships, and M&A assessments.
  • Build executive-level presentations and briefing materials for planning sessions.
  • Partner with Strategy Execution and Recognition teams to monitor progress and performance of core critical initiatives.

Required Experience, Education and Skills

  • 6 years related professional experience with transferable skills
  • Experience supporting planning cycles, including long-range planning, with demonstrated ability to distill market and internal insights into executive-ready insights and deliverables
  • Proven competitive benchmarking, industry trend analysis, and financial modeling skills
  • Experience collaborating with cross-functional peers and executive leadership
  • Familiarity with insurance industry's regulatory, competitive dynamics, and strategic partnerships is a plus
  • Strong business acumen and problem-solving skills with a strategic mentality
  • Proficiency in financial modeling, scenario analysis, and synthesizing complex data sets
  • Advanced Excel and PowerPoint skills
  • Ability to clearly communicate findings and recommendations to senior leadership
  • Highly organized, detail oriented, and comfortable managing multiple priorities
  • High School Diploma

What would make us excited about you?

  • Experience with multiple business lines within the Property and Casualty industry including Personal Lines, Commercial Lines, and Excess & Surplus.
  • 2-5 years of experience in management consulting or corporate strategy with exposure to the Property & Casualty industry
  • Bachelor's degree in business or a related field (MBA a plus)
  • Actively shapes our company culture (e.g., participating in employee resource groups, volunteering, etc.)
  • Lives into cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.)
  • Travels as needed for role, including divisional / team meetings and other in-person meetings
  • Fulfills business needs, which may include investing extra time, helping other teams, etc

Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii and Alaska.

Why Choose a Career at CSAA IG?

At CSAA IG, we are a mission-driven organization proudly committed to empowering our members, our employees, and our communities to thrive.

Recognition: We offer a total compensation package, annual bonus eligibility for most roles, 401(k) with a company match, and so much more! Read more about what we offer and what it is like to be a part of our dynamic team at https://careers.csaainsurance.aaa.com/us/en/benefits.

Career Growth: We believe in growth for everyone. Here at CSAA IG, leaders and mentors partner with employees to align interests, unlock development opportunities, and support longterm success.

Flexible Workplace: We embrace a remote-first culture through our Flexible Workplace. Most employees hold Home-Flex roles, working primarily from home, often with the flexibility to work from various locations including CSAA offices. Our flexible workplace empowers you to balance remote work with intentional inperson moments that deepen connection and collaboration.

Inclusion and Belonging: An inclusive and welcoming workplace is the cornerstone of our success. By fostering an environment where people feel valued and heard, we deepen our ability to understand and meet the unique needs of our members. This strengthens innovation and enhances our products and services, giving us a competitive edge in the market.

Sustainability: As climate change leads to more frequent and severe weather events, we are taking bold action to build more resilient communities and reduce our environmental impact. Submit your application to be considered. We communicate via email, so check your inbox and/or your spam folder to ensure you don't miss important updates from us.

CSAA is committed to providing reasonable accommodations to qualified applicants and employees with disabilities or other limitations. If you would like to request an accommodation to participate in the job application or interview process, please contact TalentAcquistion@csaa.com

If you apply and are selected to continue in the recruiting process, we will schedule a preliminary call with you to discuss the role and will disclose during that call the available salary/hourly rate range based on your location. Factors used to determine the actual salary offered may include location, experience, or education.

CSAA does not provide visa sponsorship for this role. Applicants must have authorization to work indefinitely in the US. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

CSAA Insurance Group is an equal opportunity employer.

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Duties & Responsibilities

  • Support development of multi-year strategic plans at the enterprise and business unit levels
  • Conduct market, competitor, and customer research to identify trends, risks, and growth opportunities
  • Analyze internal performance data to identify key strategic insights and performance drivers
  • Collaborate with cross-functional teams (e.g., Operations, Finance, Innovation, HR, Technology, etc.) to inform strategic priorities
  • Support business case development for new initiatives, partnerships, and M&A assessments
  • Build executive-level presentations and briefing materials for strategic planning sessions
  • Partner with Strategy Execution and Recognition teams to monitor progress and performance of core strategic initiatives

Knowledge, Skills & Abilities

  • Strong business acumen and problem-solving skills with a strategic mindset
  • Proficiency in financial modeling, scenario analysis, and synthesizing complex data sets
  • Advanced Excel and PowerPoint skills
  • Ability to clearly communicate findings and recommendations to senior leadership
  • Highly organized, detail-oriented, and comfortable managing multiple priorities
  • Bachelor's degree in business or a related field (MBA a plus)

Education

Required

High School Diploma

Preferred

Bachelor's degree in business or a related field (MBA a plus)

Experience

Required
  • 6 years related professional experience with transferable skills
  • Experience supporting strategic planning cycles, including long-range planning, with demonstrated ability to distill market and internal insights into executive-ready insights and deliverables
  • Proven competitive benchmarking, industry trend analysis, and financial modeling skills
  • Experience collaborating with cross-functional peers and executive leadership
  • Familiarity with insurance industry's regulatory, competitive dynamics, and strategic partnerships is a plus
Preferred
  • Experience with multiple business lines within the Property and Casualty industry including Personal Lines, Commercial Lines, and Excess & Surplus.
  • 2-5 years of experience in management consulting or corporate strategy with exposure to the Property & Casualty industry
The national average salary range for this position is $129,825.00-$144,250.00. However, we have a location-based compensation structure. Our salary ranges vary and are calculated based on work location. The starting pay range for this position across all the states we hire in is $129,825.00-$173,150.00. This role also includes an opportunity for a company-wide annual discretionary bonus, through our Annual Incentive Plan (AIP), of up to 10% of eligible pay.This job posting will be unposted on Wed, 12 Aug 2026.