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Senior Wealth Strategy Associate Jobs (NOW HIRING)

Mariner

Senior Wealth Advisor

Amarillo, TX · On-site

$150K - $350K/yr

Participate in building new client relationships in collaboration with strategic partners ... Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree ...

Mariner

Senior Wealth Advisor

New York, NY · On-site

$150K - $350K/yr

Participate in building new client relationships in collaboration with strategic partners ... Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree ...

Mariner

Senior Wealth Advisor

San Antonio, TX · On-site

$150K - $350K/yr

Participate in building new client relationships in collaboration with strategic partners ... Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree ...

Mariner

Senior Wealth Advisor

Tulsa, OK · On-site

$150K - $200K/yr

Participate in building new client relationships in collaboration with strategic partners ... Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree ...

Mariner

Senior Wealth Advisor

Tigard, OR · On-site

$150K - $200K/yr

Participate in building new client relationships in collaboration with strategic partners ... Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree ...

Mariner

Senior Wealth Advisor

Reno, NV · On-site

$150K - $350K/yr

Participate in building new client relationships in collaboration with strategic partners ... Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree ...

Mariner

Senior Wealth Advisor

Austin, TX · On-site

$150K - $350K/yr

Participate in building new client relationships in collaboration with strategic partners ... Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree ...

HUB

Senior Wealth Advisor

Austin, TX · Hybrid

$200K/yr

Represent and communicate various investment strategies and solutions to prospective clients and ... Train and mentor associates across the wealth advisory team * Leverage community relations and ...

C&N

Senior Wealth Advisor

Sayre, PA

Senior Wealth Advisor - Because Your Guidance Changes Lives At C&N, wealth management is more than ... wealth strategies, and leading with both expertise and empathy. This opportunity is ideal for ...

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All JobsSenior Wealth Strategy Associate Jobs

Senior Wealth Strategy Associate information

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$29K

$74.2K

$133K

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 the United States is $74,198.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $95,000.00 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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What cities are hiring for Senior Wealth Strategy Associate jobs? Cities with the most Senior Wealth Strategy Associate job openings:
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Senior Wealth Strategy Associate jobs near you
Infographic showing various Senior Wealth Strategy Associate job openings in the United States as of June 2026, with employment types broken down into 90% Full Time, 6% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $74,198 per year, or $35.7 per hour.
SVP, Wealth Strategy

SVP, Wealth Strategy

National Financial Partners

Manhattan, NY • On-site

Full-time

Retirement, PTO

Posted 3 days ago

Job description

Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
Summary:
Wealthspire has a long and successful history of serving ultra-high net-worth multi-generational families. As a Senior Wealth Strategist, this role will join an experienced team in shaping Wealthspire's approach to helping multi-generational families understand the challenges and opportunities of managing their wealth through financial, estate and tax planning. This role partners with colleagues across the organization, as well as outside advisors, in strategically advising UHNW clients with estate planning, tax planning and multi-generational planning. This role is also responsible for keeping up to date on estate and tax laws and regulations that may impact UHNW clients and proactively draft alerts and provide both internal and public-facing thought leadership on estate and tax issues. This role will report to the Director of Wealth Strategy.
Responsibilities:
  • Assist Advisors and clients in providing strategic wealth preservation guidance.
  • Generate ideas regarding tax savings techniques and estate and business planning strategies to reduce income and estate tax as well as streamline business succession or liquidation planning.
  • Meet with UHNW clients and their Advisors to discuss current estate plan, transfer tax implications, specific family circumstances and apply specific expertise to address strategic opportunities for planning.
  • Help clients understand how different assets and sources of wealth should be used to maximize wealth for multiple generations and enhance their lives.
  • Proactively manage prospect pipeline and existing clients to collaborate with Advisor teams on generating innovative ideas to serve clients and manage changes within the family or in the tax law.
  • Review current estate plan and analyze opportunities to maximize wealth transfer for future generations.
  • Collaborate with the clients' attorneys, accountants, appraisers, or other trusted advisors to discuss and implement strategies and ensure a comprehensive financial, estate and income tax plan that addresses all the clients' goals.
  • Collaborate with clients' accountant in preparation of gift tax returns to ensure proper reporting and track gift and GST exemption available for future planning.
  • Propose special needs planning strategies to enhance a disabled family member's life while maintaining eligibility for government services and benefits.
  • Educate clients on potential asset protection strategies to protect family members from divorcing spouses or other creditors.
  • Support UHNW clients and their families in handling estate administration upon death of family member, analyze opportunities for post-mortem planning and help families understand how assets are being inherited.
Education
  • Provide education internally and generate up to date intellectual capital in the form of articles, videos, podcasts, and presentations.
  • Monitor updates in the law and draft timely alerts on estate and tax issues that may impact clients.
  • Pursue external speaking opportunities to network with centers of influence and provide visibility to the community to promote the Wealthspire brand.
Leadership
  • Initiative-taking thought leader regarding estate and tax planning and active leader within the advisor team for clients.
  • Function as a connector for the firm with centers of influence.
  • Raise the profile of the firm through publishing and speaking externally.
  • Work collaboratively with the Director of Wealth Strategy on strategy for building and growing the business.

Qualifications:
  • Law degree
  • Minimum of six years of UHNW estate and wealth transfer planning experience in a law firm or a wealth management firm. Must be able to review and explain estate planning documents, as well as design complex estate plans.
  • LLM in Tax a plus.
  • Advisor to high-net-worth clients at a wealth management firm a plus.
  • Specific expertise in philanthropy or business succession planning a plus.

Ideal Candidate:
  • Continuously exhibits personal integrity and professional initiative.
  • Demonstrates a commitment to accuracy by delivering high quality work.
  • Excellent written and verbal communication.
  • Collaborative and able to work effectively with others.
  • Flexible collaborator who is highly adaptable to change and open to innovative ideas.
  • Entrepreneurial mindset.

What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $250,000 $325,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.

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