ZipRecruiter

Log In

1

Wealth Strategist Jobs (NOW HIRING)

Oxford Financial Group

Sr. Wealth Strategist

Atlanta, GA · On-site

$116K - $151K/yr

The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and ...

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 ...

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 ...

Northern Trust

Wealth Strategist

Fort Lauderdale, FL

$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 ...

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 ...

United Community Bank

Wealth Strategist

Brentwood, TN · On-site

$115K - $148K/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 ...

United Community Bank

Wealth Strategist

Brentwood, TN · On-site

$115K - $148K/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 ...

Oxford Financial GRP

Sr. Wealth Strategist

Cincinnati, OH · On-site

$118K - $153K/yr

The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and ...

United Community Bank

Wealth Strategist

Brentwood, TN

$115K - $148K/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 ...

Oxford Financial GRP

Sr. Wealth Strategist

Grand Rapids, MI · On-site

$116K - $150K/yr

The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and ...

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 ...

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 estate planning issues, writing and publishing expert articles, maintaining educational materials, and ...

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 ...

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 ...

Oxford Financial GRP

Sr. Wealth Strategist

Atlanta, GA · On-site

$116K - $151K/yr

The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and ...

Oxford Financial GRP

Sr. Wealth Strategist

Palm Beach, FL · On-site

$117K - $151K/yr

The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and ...

Oxford Financial GRP

Sr. Wealth Strategist

Minneapolis, MN · On-site

$126K - $163K/yr

The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and ...

INTRUST Bank

Wealth Strategist

Wichita, KS · On-site

$108K - $140K/yr

Responsible for assessing the client's financial goals, developing a comprehensive wealth plan to achieve these goals, and implementing the strategies identified through the planning process. Must ...

previous page

Showing results 41-60

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner JobsWealth Strategist Jobs

Wealth Strategist information

See salary details

$45K

$139.9K

$177.5K

How much do wealth strategist jobs pay per year?

As of Sep 13, 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.

More about Wealth Strategist jobs

What cities are hiring for Wealth Strategist jobs?

Cities with the most Wealth Strategist job openings:

What are the most commonly searched types of Wealth Strategist jobs?

The most popular types of Wealth Strategist jobs are:

Who are the top companies hiring for Wealth Strategist jobs?

The top employers for Wealth Strategist jobs are:

What states have the most Wealth Strategist jobs?

States with the most job openings for Wealth Strategist jobs include:

What are popular job titles related to Wealth Strategist jobs?

For Wealth Strategist jobs, the most frequently searched job titles are:

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.

Family Wealth Strategist I

Maumee, OH

TFO Wealth Partners, LLC
See more jobs at TFO Wealth Partners, LLCexternal

$114K - $148K/yr

Full-time

Re-posted 23 days ago

Job description

Description

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 ideal for a seasoned professional who enjoys being the "face of the client relationship," leading complex planning conversations, and mentoring a team of experienced advisers, associates, and client coordinators. The ultimate goal of this role is to help high-net-worth families become stronger, closer, and wiser about their financial future.

Key Responsibilities

  • Serve as the lead adviser for assigned client families
  • Develop and implement comprehensive wealth management strategies, including:
    • Investment oversight
    • Estate and tax planning coordination
    • Risk management
    • Philanthropic planning
  • Facilitate family meetings focused on legacy, governance, succession, and values-based wealth decisions
  • Coordinate closely with clients' outside professionals (attorneys, accountants, trustees) to ensure cohesive execution of strategies
  • Provide thought leadership on complex planning issues and emerging trends in family wealth
  • Mentor and collaborate with internal advisers and associates to support client relationships
  • Build and sustain deep, long-term relationships grounded in trust, discretion, and a fiduciary standard of care

_______________________________________________________________________________________________________________

Requirements


  • Bachelor's degree in finance or a related field (required)
  • Series 65 or equivalent (IAR)
  • CFP, CFA, or equivalent professional designation
  • Minimum of 5 years of proven experience in the wealth management or financial services industry
  • Strong understanding of:
    • Investment principles
    • Financial planning tools and methodologies
    • Portfolio administration, including trading
  • Ability to evaluate client investment holdings and asset allocation
  • Strong communication, computer, and interpersonal skills
  • High attention to detail and commitment to accuracy
  • Demonstrated eagerness to pursue ongoing professional education

Additional Skills and Attributes

  • Ability to maintain professional composure in a dynamic, fast-paced environment
  • Strong organizational, prioritization, and time management skills
  • Exceptional client service mindset with a focus on long-term relationships
  • Collaborative team player who shares knowledge and works toward common goals
  • Ability to work independently, meet deadlines, and manage competing priorities
  • Proactive, strategic thinker with adaptability to change
  • High standard of personal responsibility and accountability
  • Willingness to participate in training, coaching, and mentoring for continuous improvement
  • Flexible, anticipatory, and solutions-oriented approach to client and team needs


Apply