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Senior Wealth Strategy Associate Jobs in Wisconsin

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Understanding of tax-efficient wealth strategies * Client-facing presentation skills ... Senior-Level Interview Process * Initial screening * Client interview * Final discussion with ...

Bank of Montreal

Wealth Advisor, Director

Wausau, 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, Director

Madison, 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 ...

Deloitte

Tax Senior - Private Wealth

Milwaukee, WI · On-site

$80K - $99K/yr

... goals, investment strategies, family legacy, and charitable priorities-today and for future ... Work You'll Do As a Tax Senior in our Private Wealth Tax practice, you'll work on sophisticated ...

Equitable Advisors

Wealth Management Associate

Madison, WI · On-site

$14.50 - $20.25/hr

Deliver Insightful Financial Guidance Introduce investment, insurance, and wealth strategies aligned to each client's life stage, priorities, and aspirations. Own Your Growth--With Support You'll ...

New

UMB Financial Corporation

Trust Sales Advisor

Madison, WI · On-site

$110K - $235K/yr

... wealth strategy planning goals and objectives. * You will lead a proactive, high-touch ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

UMB Financial

Trust Sales Advisor

Madison, WI · On-site

$110K - $235K/yr

... of wealth strategy planning goals andobjectives. * You will lead a proactive, high-touch ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

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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 Sep 2, 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.

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 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, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $74,892 per year, or $36 per hour.

WI-Plymouth Financial Services Professional

AMERICAN SENIOR BENEFITS LLC

Plymouth, WI

$79K - $125K/yr

Full-time

Re-posted 26 days ago

Job description

American Senior Benefits – Build It for Yourself, Not by Yourself

At American Senior Benefits (ASB), we’re not just another agency—we’re a team of owners. We combine the best of both worlds: the entrepreneurial freedom of an independent broker with the training, resources, and structure of a national organization. 

Why ASB Is Different:

  • Access to over 250 carriers—you always have the best solution for your client

  • Own your book, your renewals, and your overrides

  • National partnerships with organizations like the American Legion, Elks, and AMVETS—we help you find clients, not just chase them

  • Flexible onboarding and portable career model—perfect for relocators or career changers

  • Award-winning training and mentorship from the top leaders in the field

  • Paths to leadership and business ownership within a few years


What You’ll Do as a Financial Services Professional:

  • Build long-term client relationships through your network and company-sponsored lead programs

  • Match clients with the best-fit products from our 250+ carriers—you’ll never be limited to a single company’s offerings

  • Guide individuals and families through critical financial decisions using industry-leading technology

  • Learn, grow, and pursue career paths in leadership, wealth strategy, retirement income planning, and business development


What Sets You Up for Success Here:

  • A passion for helping others make informed financial decisions with transparency and integrity

  • Comfort with a consultative sales approach and the ability to simplify complex concepts

  • A proactive mindset with strong follow-up habits—self-starters thrive here

  • Willingness to learn and grow with support from experienced mentors and national trainers

Let’s Talk If You:

  • Want a mission-driven career helping people protect what matters

  • Are coachable and driven

  • Are looking for more than just a paycheck—you want a career with impact and ownership

  • Reside in the state where you are applying

Apply now to discover what it means to work for yourself—not by yourself—with American Senior Benefits.


USD $79,999.00 - USD $125,000.00 /Yr.

Apply