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Senior Wealth Strategy Associate Jobs in Chicago, IL

UBS

Senior Wealth Strategy Associate

Chicago, IL · On-site

$60K - $90K/yr

Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand ...

Fifth Third

Senior Wealth Strategist

Chicago, IL · On-site

$125K - $161K/yr

Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax ... Senior Wealth Strategist Total Base Pay Range 121,900.00 - 262,100.00 USD Annual At Fifth Third, we ...

Oxford Financial GRP

Sr. Wealth Strategist

Chicago, IL · On-site

$125K - $161K/yr

The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and ... internal associates. DUTIES & RESPONSIBILITES Complex Client Estate and Wealth Planning ...

RK Partners

Senior Wealth Advisor-Remote

Chicago, IL · On-site +1

Senior Wealth Managers are longterm strategic hires with a clear path to ownership. This role is ideal for someone with an entrepreneurial mindset who excels at explaining complex financial concepts ...

RK Partners

Senior Wealth Advisor-Remote

Chicago, IL · On-site +1

Senior Wealth Managers are long-term strategic hires with a clear path to ownership. This role is ideal for someone with an entrepreneurial mindset who excels at explaining complex financial concepts ...

RK Partners

Senior Wealth Advisor-Remote

Chicago, IL · On-site +1

Senior Wealth Managers are long‑term strategic hires with a clear path to ownership. This role is ideal for someone with an entrepreneurial mindset who excels at explaining complex financial ...

Mesirow Financial

Senior Wealth Advisor

Chicago, IL

We are recruiting for a Senior Wealth Advisor to join our expanding platform. The ideal candidate ... To learn more about our strategic growth plans for the Southeast region and the recent acquisition ...

Corient

Senior Wealth Analyst

Chicago, IL · On-site

$75 - $100/hr

## Senior Wealth AnalystApplylocations: US-IL-Chicago-10 SWacker-3100time type: Full timeposted on ... for Wealth Strategist or Wealth Advisor review and use in client meetings. This would include ...

Ci

Senior Wealth Analyst

Chicago, IL

$75K - $100K/yr

... for Wealth Strategist or Wealth Advisor review and use in client meetings. This would include ... Collaborate with senior team members to develop comprehensive financial plans that align with ...

Corient Services LLC

Senior Wealth Analyst

Chicago, IL · On-site

$75 - $100/hr

... Strategist or Wealth Advisor review and use in client meetings. * Tax planning * Estate planning ... Collaborate with senior team members to develop comprehensive financial plans that align with ...

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All JobsWealth Strategy Associate JobsSenior Wealth Strategy Associate JobsSenior Wealth Strategy Associate Jobs in Chicago, IL

Senior Wealth Strategy Associate information

See Chicago, IL salary details

$29.9K

$76.4K

$137K

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

As of Aug 27, 2026, the average yearly pay for senior wealth strategy associate in Chicago, IL is $76,435.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,800.00 and $97,900.00 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 Chicago, IL?

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

What job categories do people searching Senior Wealth Strategy Associate jobs in Chicago, IL look for?

The top searched job categories for Senior Wealth Strategy Associate jobs in Chicago, IL are:

What cities near Chicago, IL are hiring for Senior Wealth Strategy Associate jobs?

Cities near Chicago, IL 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 Chicago, IL as of August 2026, with employment types broken down into 1% As Needed, 67% Full Time, 29% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $76,435 per year, or $36.7 per hour.

Senior Wealth Strategy Associate

UBS - Experienced professionals - job boards

Chicago, IL

Full-time

Posted 26 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 172 rated banks

Job description

Are you skilled at developing wealth management strategies. Does financial data excite you?
We're looking for a Senior Wealth Strategy Associate to:
assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals.
develop customized asset allocation strategies and investment solutions for clients.
provide support for client relationship building and business development activities.
perform business analytics as needed to support financial advisors in the growth of the business.
analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change.
actively participate with Financial Advisors in proactive client outreach in anticipating impacts on clients' portfolio

What UBS employees say

Pay

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Hours and flexibility

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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