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Senior Wealth Strategy Associate Jobs in Utah (NOW HIRING)

Carson Group

Wealth Advisor- Murray, UT

Murray, UT · On-site

Understand Bucketing, Investment and Tax Strategies utilized * Demonstrate exceptional active ... Mentor to Associate Wealth Advisors, Client Service Associates and rest of team * Constant and ...

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Senior Wealth Strategy Associate information

See Utah salary details

$26.4K

$67.5K

$121.1K

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

As of Aug 23, 2026, the average yearly pay for senior wealth strategy associate in Utah is $67,548.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $86,500.00 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 Utah?

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

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

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

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

Cities in Utah 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 Utah 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 $67,548 per year, or $32.5 per hour.

Asset & Wealth Management, Private Wealth Management, Investment Strategy Group, Analyst - Salt Lake

Goldman Sachs, Inc.

Salt Lake City, UT • On-site

Full-time

Re-posted 21 days ago

Goldman Sachs rating

7.8

Company rating: 7.8 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

88th of 171 rated banks

Job description


YOUR IMPACT
The Strategic and Quantitative Asset Allocation team (SQAA) in the Investment Strategy Group is seeking an Analyst to work on the Systematic Wealth Transfer strategy, which helps Private Wealth Management's high-net-worth clients with efficient wealth transfer. Highly qualified candidates at the Associate level will also be considered.
In addition to working on the Systematic Wealth Transfer strategy, the new team member may also help with client solutions projects and investment-related research. SQAA is an innovative and dynamic team, and this role requires patience, creativity, the ability to multitask, attention to detail, as well as interpersonal and problem-solving skills.
OUR IMPACT
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Investment Strategy Group (ISG)
The Investment Strategy Group (ISG) within PWM has responsibility for strategic and tactical asset allocation views and advice for the firm's high net worth clients and certain institutions. The role of an ISG member requires a broad set of qualities, including a passion for investing, client service, as well as strong analytical and communication skills.
HOW YOU WILL FULFILL YOUR POTENTIAL
  • Demonstrate strong analytical and technical skills
  • Deliver timely, thoughtful, and flawless executions
  • Interact with the firm's current and prospective clients
  • Show a keen interest in understanding the financial markets
  • Coordinate with other teams across Goldman Sachs
  • Initiate and assist on investment research efforts

SKILLS & EXPERIENCE WE'RE LOOKING FOR
  • Bachelor's degree required
  • Interest in or professional experience working on estate planning solutions involving trusts
  • Solid Excel and PowerPoint skills
  • Excellent communication skills, especially the ability to explain complex technical concepts in simple terms
  • Strong interpersonal skills and a passion to engage with clients
  • Attention to detail, patience, and ability to handle multiple concurrent projects
  • Collaborative and teamwork-oriented
  • Independent, logical, and critical thinking, with the willingness to constantly think outside of the box
  • SIE, Series 7 and 63 required (must be obtained within three months of employment)

ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc., 2026. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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