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Wealth Strategist Jobs (NOW HIRING)

Parallel Advisors

Wealth Strategist

Scottsdale, AZ · On-site

$65K - $75K/yr

The Wealth Strategist at Parallel Advisors is an associate level role within a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. As a ...

NewEdge Capital Group LLC

Wealth Strategist

Miami, FL · On-site

$116K - $150K/yr

We are seeking a Wealth Strategist to join the Aligned Wealth team and serve as a trusted planning partner to advisors working with sophisticated ultra-high-net-worth (UHNW) clients. This role ...

Parallel Advisors

Wealth Strategist

Scottsdale, AZ · Hybrid

$65K - $75K/yr

The Wealth Strategist at Parallel Advisors is an associate level role within a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. As a ...

Bank of America

Wealth Strategist

Houston, TX · On-site

$116K - $149K/yr

The Private Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate ...

Parallel Advisors

Wealth Strategist

Dayton, OH · Hybrid

$65K - $75K/yr

The Wealth Strategist at Parallel Advisors is an associate level role within a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. As a ...

Corient

Wealth Strategist

Portland, ME · On-site

$114K - $184K/yr

Contribute to the Firm's strategic direction of its wealth planning service offering.* Mentor planners and help drive their development**Qualifications & Requirements*** 8+ years of experience in ...

NewEdge Capital Group LLC

Wealth Strategist

Miami, FL · On-site

$116K - $150K/yr

We are seeking a Wealth Strategist to join the Aligned Wealth team and serve as a trusted planning partner to advisors working with sophisticated ultra-high-net-worth (UHNW) clients. This role ...

Sequoia Financial Group Llc

Wealth Strategist

Phoenix, AZ · On-site

$110K - $143K/yr

Summary of the position The Wealth Strategist will construct complex financial plans as well as be an integral member of the client advisory team. This role will be the primary point of communication ...

Northern Trust

Wealth Strategist

Tampa, FL · On-site

$114K - $148K/yr

At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth. Wealth Strategists are responsible for cultivating new relationships with individuals ...

Corient

Wealth Strategist

Menlo Park, CA · On-site

$125K - $200K/yr

Contribute to the Firm's strategic direction of its wealth planning service offering.* Mentor planners and help drive their development**Qualifications & Requirements*** 8+ years of experience in ...

United Community Bank

Wealth Strategist

Atlanta, GA · On-site

$115K - $149K/yr

We're looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you'll develop personalized, comprehensive financial plans for high-net-worth (HNW) clients, helping ...

TFO Wealth Partners

Family Wealth Strategist I

Maumee, OH · On-site

$114K - $148K/yr

TFO Wealth Partners is seeking a Family Wealth Strategist. _____ The Family Wealth Strategist serves as the primary adviser and trusted relationship leader for assigned client families. This role is ...

Ci

Wealth Strategist

Houston, TX · On-site

$125K - $200K/yr

Income tax planning and tax-efficient wealth strategies * Estate planning and wealth transfer techniques * Trust structures and trust optimization * Generational wealth transfer and family legacy ...

United Community Bank

Wealth Strategist

Atlanta, GA · On-site

$115K - $149K/yr

Overview We're looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you'll develop personalized, comprehensive financial plans for high-net-worth (HNW) clients ...

Corient Services LLC

Wealth Strategist

Houston, TX · On-site

$125K - $200K/yr

Income tax planning and tax-efficient wealth strategies * Estate planning and wealth transfer techniques * Trust structures and trust optimization * Generational wealth transfer and family legacy ...

Bank of America

Wealth Strategist

Houston, TX · On-site

$116K - $149K/yr

The Private Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate ...

EP Wealth Advisors, LLC

$110K - $145K/yr

The Associate Wealth Strategist is responsible for analyzing client asset portfolios, tax circumstances, and for developing and delivering practical, executable estate, income, gift, and charitable ...

Northern Trust

Wealth Strategist

Fort Lauderdale, FL · On-site

$116K - $150K/yr

At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth. Wealth Strategists are responsible for cultivating new relationships with individuals ...

Parallel Advisors

Wealth Strategist

San Francisco, CA · Hybrid

$65K - $75K/yr

The Wealth Strategist at Parallel Advisors is an associate level role within a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. As a ...

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Wealth Strategist information

See salary details

$45K

$139.9K

$177.5K

How much do wealth strategist jobs pay per year?

As of Sep 10, 2026, the average yearly pay for wealth strategist in the United States is $139,867.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,500.00 and $157,000.00 per year, depending on experience, location, and employer.

What is a wealth strategist?

A Wealth Strategist is a financial professional who helps individuals and families plan, grow, and protect their wealth. Their role typically involves creating customized financial strategies that address investment management, tax planning, estate planning, retirement planning, and risk management. Wealth Strategists work closely with clients to understand their financial goals and develop long-term plans to achieve them. They often coordinate with other professionals, such as accountants and attorneys, to ensure a comprehensive approach to wealth management.

What skills and qualifications are needed to thrive as a wealth strategist?

To thrive as a Wealth Strategist, you need strong financial analysis skills, investment knowledge, and typically a bachelor's degree in finance or a related field, often supported by certifications like CFP or CFA. Familiarity with portfolio management software, financial planning tools, and CRM systems is essential. Exceptional interpersonal skills, active listening, and the ability to build trust help Wealth Strategists excel in client relationships. These competencies are crucial for developing tailored wealth management strategies and ensuring client satisfaction and long-term financial growth.

How do wealth strategists collaborate with other financial professionals to serve clients effectively?

Wealth Strategists often work closely with a team that includes financial advisors, tax specialists, estate planners, and investment managers to create comprehensive strategies for clients. This collaboration ensures that all aspects of a client's financial life are considered, from investments and tax planning to legacy and retirement solutions. Regular meetings and coordinated planning sessions are common, allowing the Wealth Strategist to align recommendations with the expertise of other professionals, resulting in holistic and well-integrated financial plans for clients.

What is the difference between Wealth Strategist vs Financial Advisor?

AspectWealth StrategistFinancial Advisor
CredentialsCFP, ChFC, or similar certificationsCFP, Series 7, Series 66
Work EnvironmentHolistic wealth planning, often with high-net-worth clientsInvestment management, retirement planning, client portfolios
Employer & IndustryPrivate banks, wealth management firms, financial planning firmsBrokerages, independent firms, banks
Primary FocusDeveloping comprehensive wealth strategiesProviding investment and financial advice

While both roles involve financial planning and client advising, a Wealth Strategist focuses on creating holistic, long-term wealth plans for high-net-worth clients, often requiring advanced certifications. A Financial Advisor typically provides investment and financial advice to a broader client base, including retirement and portfolio management. The roles overlap but differ mainly in scope and client focus.

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Wealth Strategist jobs near you
Infographic showing various Wealth Strategist job openings in the United States as of August 2026, with employment types broken down into 68% Full Time, 31% Part Time, and 1% Contract. Highlights an 90% Physical, 5% Hybrid, and 5% Remote job distribution, with an average salary of $139,867 per year, or $67.2 per hour.

Wealth Strategist

Scottsdale, AZ • On-site

Parallel Advisors
Finance and Insurance • 11 - 50 employees
Learn more about Parallel Advisorsexternal

$65K - $75K/yr

Full-time

Re-posted 14 days ago

Job description

Job Summary:
The Wealth Strategist at Parallel Advisors is an associate level role within a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. As a Wealth Strategist, you will work closely with two experienced Advisors with a wide range of expertise, supporting current clients and prospects through administrative and technical assistance. Parallel Advisors fosters a collaborative culture, allowing Wealth Strategists to gain deep exposure to multiple facets of the financial planning and investment management processes.
This is a hybrid (in office 3x/week) position and will be based in either our Scottsdale or Dallas office.
Duties and Responsibilities
    • Act as liaison with existing clients to schedule and coordinate client meetings on a regular basis.
    • Coordinate action items gathered from client interactions to improve the client experience and efficiency within the team.
    • Gather information from clients and enter portfolio data into spreadsheets and update entries using our financial planning tool (MoneyGuide Pro).
    • Help gather and distribute client information to outside professionals such as CPAs, bookkeepers, or estate planning attorneys on a regular basis.
    • Assist in organizing work papers, scanning and uploading documents, onboarding new clients, and maintaining existing client records in our CRM system (we use Salesforce).
    • Working cross-functionally and collaboratively within the team to identify and delegate ad hoc client requests to appropriate team members.
    • Work closely with advisors to assist in researching and presenting custom client projects and analysis, making sure to stay up to date on investment models and private markets offerings.

Qualifications
    • Strong organizational, analytical, communication, and interpersonal skills.
    • Ability to work effectively in a fast-paced and deadline-oriented environment
    • Ability to manipulate data via Excel (Formulas, VLookup, Pivot Tables, etc)
    • Ability to leverage technology to create operational efficiencies
    • Capability to manage multiple demands and competing priorities.
    • Excellent English written and verbal communication skills.
    • Bachelor's Degree required.
    • Must hold Series 65 License or be willing to test and pass within 4 months of employment.
    • Financial services or bookkeeping experience a plus.

$65,000 - $75,000 a year
Salary range in SF: $72,000 - $95,000 base + 10% bonus
Listed range is for all other locations where Parallel has an office.
Company: Parallel Advisors, LLC
- Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Michigan, Ohio, and Texas.
- To enhance our clients' futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including all of their future financial goals.
- With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations - including savings directives, insurance requirements, and investment strategies - flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future.
- We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms.
- At Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience.
- Parallel Advisors, LLC is an Equal Opportunity Employer.

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