1

Senior Wealth Strategy Associate Jobs in Virginia

You will be reporting to the Senior Consultant. About our client: They are an equal opportunity employer and with value diversity at their company. They do not discriminate on the basis of race ...

Strategy and M&A Associate

Herndon, VA · Hybrid

$68K - $114K/yr

The Strategy and M&A Associate will leverage their strong financial background and knowledge to ... Interfacing directly with the Vice President of M&A and Strategy, senior leadership, and investor ...

Senior Tax Associate

Richmond, VA · Hybrid

$80K - $100K/yr

Our client, a wealth management firm based in Richmond, VA is searching for a Senior Tax Associate ... make sure tax strategy and planning advice are aligned, and using the firm's tax and planning ...

Senior Tax Associate

Richmond, VA · Hybrid

$81K - $100K/yr

Our client, a wealth management firm based in Richmond, VA is searching for a Senior Tax Associate ... make sure tax strategy and planning advice are aligned, and using the firm's tax and planning ...

next page

Showing results 1-20

Senior Wealth Strategy Associate information

See Virginia salary details

$28.8K

$73.6K

$131.9K

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

As of Jul 27, 2026, the average yearly pay for senior wealth strategy associate in Virginia is $73,562.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,100.00 and $94,200.00 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 are popular job titles related to Senior Wealth Strategy Associate jobs in Virginia? For Senior Wealth Strategy Associate jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Senior Wealth Strategy Associate jobs in Virginia look for? The top searched job categories for Senior Wealth Strategy Associate jobs in Virginia are:
What cities in Virginia are hiring for Senior Wealth Strategy Associate jobs? Cities in Virginia with the most Senior Wealth Strategy Associate job openings:
Infographic showing various Senior Wealth Strategy Associate job openings in Virginia as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $73,562 per year, or $35.4 per hour.
Lead Strategy Associate / Strategy Associate

Lead Strategy Associate / Strategy Associate

Markel Corporation

Richmond, VA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago


Markel rating

8.8

Company rating: 8.8 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

57th of 299 rated insurance


Job description

What part will you play? If you're looking for a place where you can make a meaningful difference, you've found it.
The work we do at Markel gives people the confidence to move forward and seize opportunities, and you'll find your fit amongst our global community of optimists and problem-solvers. We're always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs.Join us and play your part in something special!Join Markel at a time of transformation and become part of a high-impact team shaping enterprise strategy and supporting critical decision-making!
We're looking for a Lead Strategy Associate/ Strategy Associate to join our Richmond-based Strategy team. In this role, you will report to the Director of Strategy and work closely with the Chief Strategy & Corporate Development Officer. You will partner directly with senior business leaders-including the Insurance CEO, division presidents, and functional heads-to help define Markel's strategic direction and support execution of key initiatives.
You'll contribute fresh thinking, structured analysis, and insight to some of the most important questions facing the organization. This is a rare opportunity to gain meaningful exposure across the enterprise while developing strong problem-solving, financial, and communication skills in a fast-moving, entrepreneurial environment.
What You'll Be Doing
  • Contributing to continuous development of the overall strategy for Markel Insurance

  • Conducting market research, macro-trend monitoring, and competitive intelligence to help keep senior leadership informed on industry developments and competitor activity.

  • Supporting business partners on a broad range of business-critical topics, from product and growth strategies to operational and organizational challenges and opportunities

  • Assisting in the preparation of executive-ready presentations for the CEO, Executive Leadership Team, Board of Directors, and other senior stakeholders.

  • Supporting corporate development activities, including preliminary reviews of acquisition opportunities, market scans, and analytical support across the deal lifecycle.

  • Helping drive cross-functional strategic initiatives, partnering closely with teams across underwriting, operations, finance, and technology.

  • Building strong relationships with business leaders to support strategy development, challenge assumptions, and bring data-driven insight to help them grow their business

  • Providing timely, accurate support for ad-hoc strategic questions from the Chief Strategy & Corporate Development Officer, Insurance CEO, and senior executives.

What We're Looking For
  • Relevant experience: 2+ years experience in management consulting or similar in-house role (experience in insurance is a plus, not a must)

  • Problem solving ability: Strong structured problem-solving skills, with the ability to break complex issues into logical components and develop clear recommendations.

  • Strong communication skills: Comfortable engaging with senior leaders, craft compelling narratives and able to effectively challenge the status quo to shift the way of thinking

  • Team player: Demonstrated collaborative ability, both within immediate team and wider company. Ability to build relationships across functions.

  • Ability to manage multiple workstreams: Ability to run multiple efforts simultaneously, prioritize effectively, and maintain a flexible, solutions-oriented mindset.

  • Results-oriented growth mindset: Intellectually curious, goals-driven, motivated and a proactive approach to learning both the insurance industry

  • Financial Acumen: Strong financial modeling and analytical skills, with high proficiency in Excel.

  • Education: Bachelor's degree in business, economics, finance, or a related field.

#LI-SY
#LI-Hybrid
Job level and title offered to the successful candidate will be commensurate with experience, specialized skills relevant to the role, and possession of the outlined preferred qualifications. Markel reserves the right to propose an alternative career level based on these factors.
US Work Authorization
US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future.
Who we are:
Markel Group (NYSE - MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.
We're all about people | We win together | We strive for better
We enjoy the everyday | We think further
What's in it for you:
In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work.
  • We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees' needs at all stages of life.

  • All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance.

  • We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave.

Are you ready to play your part?
Choose 'Apply Now' to fill out our short application, so that we can find out more about you.
Caution: Employment scams
Markel is aware of employment-related scams where scammers will impersonate recruiters by sending fake job offers to those actively seeking employment in order to steal personal information. Frequently, the scammer will reach out to individuals who have posted their resume online. These "job offers" include convincing offer letters and frequently ask for confidential personal information. Therefore, for your safety, please note that:
  • All legitimate job postings with Markel will be posted on Markel Careers. No other URL should be trusted for job postings.

  • All legitimate communications with Markel recruiters will come from Markel.com email addresses.

We would also ask that you please report any job employment scams related to Markel to rarecruiting@markel.com.
Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.
Should you require any accommodation through the application process, please send an e-mail to the rarecruiting@markel.com.
No agencies please.

What Markel employees say

Pay

Hours and flexibility

Workplace

Get the full story on Breakroom