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Senior Wealth Strategy Associate Jobs in Wisconsin

UMB Financial

Trust Officer Sr

Milwaukee, WI

$91K - $196K/yr

Provides solution-oriented planning for clients and coordination of wealth strategy planning goals ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

Pwc

MarTech Strategist - Senior Associate

Milwaukee, WI · On-site

$77K - $202K/yr

As a Senior Associate, you will focus on building meaningful client relationships and guiding ... strategy, and digital marketing to drive impactful results. You will have the opportunity to work ...

Cliftonlarsonallen

Seasonal Tax Senior Associate

La Crosse, WI · On-site

$80K - $99K/yr

... wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8 ... CLA is currently seeking a Seasonal Tax Senior Associate to join our La Crosse, WI Tax practice.

Baird

CRT Advisor Associate

Milwaukee, WI · On-site

The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable ... Works in partnership with Wealth Centers to drive strategic priorities for various markets and ...

Ascension

Strategy Consultant

Glendale, WI · On-site

This role will collaborate with the CSO, ELT, and other facility & medical group senior leaders to ... High school diploma/GED with 2 years of experience, or Associate's degree, or Bachelor's degree ...

Ascension

Strategy Consultant

Glendale, WI · On-site

$96K/yr

We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ... This role will collaborate with the CSO, ELT, and other facility & medical group senior leaders to ...

Robert W Baird & Co

CRT Advisor Associate

Milwaukee, WI · On-site

The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable ... Works in partnership with Wealth Centers to drive strategic priorities for various markets and ...

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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.

Wealth Associate Relationship Manager

Johnson Financial Group

Kenosha, WI • On-site

Full-time

Re-posted 11 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview

Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate Relationship Manager to join our Wealth team in a developmental, transitional role designed to build your advisory skills.

At JFG, you’ll be part of a privately owned, Wisconsin-based financial services company with a long-term mindset, strong community roots and a culture that values relationships, development and doing what is right for clients. This is a great opportunity for someone with at least two years of wealth support, paraplanning or similar experience who wants hands-on exposure, mentorship and a clear path toward an advisory career.

What You’ll Do:

  • Partner closely with Wealth Advisors and Relationship Managers to learn the business, support client relationships and prepare for long-term growth into an advisory role.
  • Shadow and participate in client meetings, prospect conversations, planning discussions and relationship reviews.
  • Actively participate in business development efforts, including client acquisition strategies, prospect follow-up and relationship-building with centers of influence.
  • Support financial planning work, including reviewing, preparing and updating client-based plans, financial and estate planning primers, estate planning attorney searches, goal reviews and planning-related follow-up.
  • Build relationships with internal business partners across banking, lending, trust, estate planning and investments to better support clients and expand your professional network.
  • Assist Client Service Specialists with client service activities, client calls and service-related requests while learning the full client service process.
  • Attend to special client needs, including cash requirements and reserves, tax planning and distribution analysis.
  • Develop a strong understanding of JFG products, services, processes and risk management expectations while building confidence as a future Wealth Advisor.

What We’re Looking For:

  • Bachelor’s degree with two or more years of experience working with affluent clientele; a combination of relevant education and experience will be considered.
  • Commitment to pursuing CFP designation.
  • Strong communication, organization, follow-through and relationship-building skills.
  • Foundational knowledge of financial planning, investments and wealth management concepts.
  • Series 65 required or ability to obtain within six months.

Come as you are.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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