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Senior Wealth Strategy Associate Jobs in Wisconsin

UMB Financial

Wealth Advisor

Madison, WI · On-site

$81K - $120K/yr

The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager ... strategies. * Support the delivery of comprehensive advice and customized wealth management ...

UMB Financial

Wealth Advisor

Milwaukee, WI · On-site

$81K - $120K/yr

The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager ... strategies. * Support the delivery of comprehensive advice and customized wealth management ...

UMB Financial Corporation

Wealth Advisor

Milwaukee, WI · On-site

$81K - $120K/yr

The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager ... strategies. * Support the delivery of comprehensive advice and customized wealth management ...

慨正橡扯

WI · On-site

$100 - $130/hr

Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina ... strategies that will help our Ultra High Net Worth clients achieve their unique financial goals.

Oterra

Strategy Associate

Sturtevant, WI

Oterra is looking for a Strategy Associate to play a pivotal role in shaping and driving our North ... Experience in crafting clear and concise communication material and presentations to senior ...

Oterra

Strategy Associate

Mount Pleasant, WI · On-site

Oterra is looking for a Strategy Associate to play a pivotal role in shaping and driving our North ... Experience in crafting clear and concise communication material and presentations to senior ...

Oterra

Strategy Associate

Mount Pleasant, WI

Oterra is looking for a Strategy Associate to play a pivotal role in shaping and driving our North ... Experience in crafting clear and concise communication material and presentations to senior ...

BMO Capital Markets

Wealth Advisor II

Milwaukee, WI · On-site

Wealth Sales & Service Serves as the primary relationship manager for high-net-worth (HNW) and ... Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth ...

Bank of Montreal

Wealth Advisor II

Milwaukee, WI · On-site

Wealth Sales & Service Serves as the primary relationship manager for high-net-worth (HNW) and ... Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth ...

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All JobsWealth Strategy Associate JobsSenior Wealth Strategy Associate JobsSenior Wealth Strategy Associate Jobs in Wisconsin

Senior Wealth Strategy Associate information

See Wisconsin salary details

$29.3K

$74.9K

$134.2K

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

As of Aug 10, 2026, the average yearly pay for senior wealth strategy associate in Wisconsin is $74,892.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,900.00 and $95,900.00 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 Wisconsin? For Senior Wealth Strategy Associate jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Senior Wealth Strategy Associate jobs in Wisconsin look for? The top searched job categories for Senior Wealth Strategy Associate jobs in Wisconsin are:
What cities in Wisconsin are hiring for Senior Wealth Strategy Associate jobs? Cities in Wisconsin 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 Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $74,892 per year, or $36 per hour.

Senior Wealth Advisor - Wealth Advisory - Eau Claire, WI or Wausau, WI

CliftonLarsonAllen

Eau Claire, WI • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 13 days ago

CliftonLarsonAllen rating

6.7

Company rating: 6.7 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

20th of 22 rated bookkeepers and accountants

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
A platform built for durable, organic growth.
Our advisors average $250M in AUM across ~120 households and continue to grow ~10% net new AUM annually-without Schwab or Fidelity referral programs. That growth is fueled by access to 100,000+ individual tax clients and 75,000 privately held businesses, creating one of the deepest organic prospect pipelines in the industry.
Why this role matters now:
The wealth landscape is changing in a meaningful way: women are increasingly the primary decision-makers for household wealth, and pivotal life transitions often create moments where the right advisor relationship matters most. In our Women & Wealth vision, CLA is focused on becoming the trusted advisor of choice for high-net-worth women and women-led businesses, delivering personalized tax and wealth strategies that protect legacy and align financial decisions with life goals.
We're selectively adding senior wealth advisors in key markets and offer a highly competitive compensation structure designed for experienced professionals.
About the role:
CLA is looking to hire a Senior Wealth Advisor to work in our Eau Claire, WI or Wausau, WI office.
The SWA serves as a relationship manager providing Total Wealth Advisory-a comprehensive, planning-led experience anchored in a personal financial plan and spanning a client's financial and tax needs.
Senior Wealth Advisors bring advanced knowledge across tax, investments, financial planning, insurance, and estate and retirement planning. You'll manage a book of client relationships, lead client strategy, and delegate work appropriately to deliver a high-touch experience with strong follow-through.
This role is ideal for an advisor who thrives in an environment where:
  • Planning and tax integration elevate the advice (and client stickiness)
  • Growth is powered by real, organic access-not paid lead programs
  • Client relationships include complexity, transitions, and multi-generational needs (including women navigating moments like business liquidity, divorce, widowhood, caregiving, and career shifts)

Essential Job Functions
  • Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations.
  • Client Support: Manage existing & new referral relationships.
  • Technical Competencies: Maintain a working knowledge/competency of appropriate systems applications utilized by firm. Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.

Requirements:
Experience:
  • Minimum of EIGHT (8) years of progressively responsible financial services experience.

Education:
  • Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
  • Bachelor's degree in Accounting, Finance or a related field preferred.

Certifications/Licenses:
  • FINRA Series 65 or 66 Required.
  • Existing Transferrable Book of Business Preferred.
  • CFP® certification or equivalent required. Relevant experience may be accepted in lieu of certification.

This role is eligible for discretionary bonuses based on company performance and other factors.
#LI-MU1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits, click here.

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About CliftonLarsonAllen

Sourced by ZipRecruiter

CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.

Industry

Accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

2012

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