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Senior Wealth Strategy Associate Jobs in Raleigh, NC

KIOTI Tractor

Corporate Strategy Associate

Wendell, NC · On-site

Senior Manager, Corporate Strategy Location: Wendell, NC Position Status: Full-time FLSA Status: Salary Exempt Management Level: Non-management JOB SUMMARY The Corporate Strategy Associate will play ...

Wisepath Group

Wealth Advisor

Durham, NC · On-site +1

Incentive Travel Opportunities Career Path At Strategic Financial Concepts, we believe in creating opportunities for long-term growth and leadership. Wealth Advisor ↓ Senior Wealth Advisor ↓ ...

Wisepath Group

Wealth Advisor

Raleigh, NC · On-site +1

Incentive Travel Opportunities Career Path At Strategic Financial Concepts, we believe in creating opportunities for long-term growth and leadership. Wealth Advisor ↓ Senior Wealth Advisor ↓ ...

TIAA

Wealth Advisor

Durham, NC

$80K - $95K/yr

Develops and implements strategic and tactical plans with strong considerations to client ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Accenture

Wealth Management Consultant

Raleigh, NC · On-site

Understanding the strategic direction set by senior management as it relates to team goals ... Experience in Private Markets, Distribution and/or Wealth Technology & Platform Strategy is ...

Pwc

MarTech Strategist - Senior Associate

Raleigh, NC

$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 ...

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Senior Wealth Strategy Associate information

See Raleigh, NC salary details

$28.2K

$72.1K

$129.3K

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

As of Jun 15, 2026, the average yearly pay for senior wealth strategy associate in Raleigh, NC is $72,127.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,300.00 and $92,300.00 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.
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Senior Wealth Strategy Associate jobs near you
Senior Wealth Advisor

Senior Wealth Advisor

Beacon Pointe Advisors LLC

Chapel Hill, NC

$125K - $175K/yr

Full-time

Posted 8 days ago

Job description

Job Description

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

  • We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
  • With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
  • Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

  • Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
  • Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
  • Collaborate with internal specialists to deliver integrated solutions
  • Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

  • 5+ years of experience as a Financial Advisor or Wealth Advisor
  • Proven track record of client acquisition and asset growth
  • Background in a wirehouse, independent broker-dealer, bank, or RIA environment
  • Financial planning experience preferred
  • CFP®, CFA, or other professional designations preferred
  • Bachelor’s degree in Finance, Business, Economics or related field preferred
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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