Are you skilled at developing wealth management strategies. Does financial data excite you? We're looking for a Wealth Strategy Associate to: assist financial advisors in client conversations ...
Are you skilled at developing wealth management strategies. Does financial data excite you? We're looking for a Wealth Strategy Associate to: assist financial advisors in client conversations ...
Are you skilled at developing wealth management strategies. Does financial data excite you? We're looking for a Wealth Strategy Associate to: assist financial advisors in client conversations ...
Are you skilled at developing wealth management strategies. Does financial data excite you? We're looking for a Wealth Strategy Associate to: assist financial advisors in client conversations ...
Wealth Strategy Associate
Concord, NH · On-site
Are you skilled at developing wealth management strategies. Does financial data excite you? We're looking for a Wealth Strategy Associate to: assist financial advisors in client conversations ...
Wealth Strategy Associate
Concord, NH · On-site
Are you skilled at developing wealth management strategies. Does financial data excite you? We're looking for a Wealth Strategy Associate to: assist financial advisors in client conversations ...
Wealth Strategy Associate
Henderson, NV · On-site
A Wealth Strategy Associate provides support to the branch team in the development of wealth management strategies and marketing efforts. Key Responsibilities: Assist Financial Advisors with client ...
Wealth Strategy Associate
Henderson, NV · On-site
A Wealth Strategy Associate provides support to the branch team in the development of wealth management strategies and marketing efforts. Key Responsibilities: Assist Financial Advisors with client ...
A Wealth Strategy Associate provides support to the branch team in the development of wealth management strategies and marketing efforts. Key Responsibilities: Assist Financial Advisors with client ...
A Wealth Strategy Associate provides support to the branch team in the development of wealth management strategies and marketing efforts. Key Responsibilities: Assist Financial Advisors with client ...
Are you skilled at developing wealth management strategies. Does financial data excite you? We're looking for a Wealth Strategy Associate to learn the full scope of our business and ultimately grow ...
Are you skilled at developing wealth management strategies. Does financial data excite you? We're looking for a Wealth Strategy Associate to learn the full scope of our business and ultimately grow ...
SVP, Wealth Strategy
San Francisco, CA · On-site
As a SVP, Wealth Strategy, you will be responsible for leading business unit strategy for Orion Wealth Management's wealth product, platform, and advisor experience organization. This role defines ...
SVP, Wealth Strategy
San Francisco, CA · On-site
As a SVP, Wealth Strategy, you will be responsible for leading business unit strategy for Orion Wealth Management's wealth product, platform, and advisor experience organization. This role defines ...
As a SVP, Wealth Strategy, you will be responsible for leading business unit strategy for Orion Wealth Management's wealth product, platform, and advisor experience organization. This role defines ...
As a SVP, Wealth Strategy, you will be responsible for leading business unit strategy for Orion Wealth Management's wealth product, platform, and advisor experience organization. This role defines ...
SVP, Wealth Strategy
Mundelein, IL · Hybrid
As a SVP, Wealth Strategy, you will be responsible for leading business unit strategy for Orion Wealth Management's wealth product, platform, and advisor experience organization. This role defines ...
SVP, Wealth Strategy
Mundelein, IL · Hybrid
As a SVP, Wealth Strategy, you will be responsible for leading business unit strategy for Orion Wealth Management's wealth product, platform, and advisor experience organization. This role defines ...
Senior Wealth Strategy Associate 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 ...
Senior Wealth Strategy Associate 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 ...
ASSOCIATE DIRECTOR, WEALTH STRATEGY
$100K - $120K/yr
The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth strategy team and will support senior wealth strategists in serving family office, non-family office and Cresset ...
ASSOCIATE DIRECTOR, WEALTH STRATEGY
$100K - $120K/yr
The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth strategy team and will support senior wealth strategists in serving family office, non-family office and Cresset ...
ASSOCIATE DIRECTOR, WEALTH STRATEGY
Atlanta, GA · On-site
$100K - $120K/yr
The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth strategy team and will support senior wealth strategists in serving family office, non-family office and Cresset ...
ASSOCIATE DIRECTOR, WEALTH STRATEGY
Atlanta, GA · On-site
$100K - $120K/yr
The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth strategy team and will support senior wealth strategists in serving family office, non-family office and Cresset ...
Senior Wealth Strategist
$116K - $149K/yr
Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines. * Research ...
Senior Wealth Strategist
$116K - $149K/yr
Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines. * Research ...
Senior Wealth Strategist
Dallas, TX · On-site
$120K - $155K/yr
Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines. * Research ...
Senior Wealth Strategist
Dallas, TX · On-site
$120K - $155K/yr
Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines. * Research ...
Senior Wealth Strategist
Dallas, TX · On-site
$120K - $155K/yr
Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines. * Research ...
Senior Wealth Strategist
Dallas, TX · On-site
$120K - $155K/yr
Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines. * Research ...
Senior Wealth Strategist
Los Angeles, CA · On-site
$130K - $169K/yr
Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines. * Research ...
Senior Wealth Strategist
Los Angeles, CA · On-site
$130K - $169K/yr
Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines. * Research ...
Senior Wealth Strategist
$125K - $161K/yr
Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines. * Research ...
Senior Wealth Strategist
$125K - $161K/yr
Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines. * Research ...
Senior Wealth Strategist
Los Angeles, CA · On-site
$130K - $169K/yr
Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines. * Research ...
Senior Wealth Strategist
Los Angeles, CA · On-site
$130K - $169K/yr
Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines. * Research ...
Senior Wealth Strategist
Louisville, KY · On-site
$116K - $150K/yr
Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines. * Research ...
Senior Wealth Strategist
Louisville, KY · On-site
$116K - $150K/yr
Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines. * Research ...
Wealth Strategist
$150K - $190K/yr
Reporting directly to the Head of Wealth Strategy, the Wealth Strategist will own the preparation and delivery of comprehensive wealth strategy reviews, support Senior Wealth Strategists on complex ...
Wealth Strategist
$150K - $190K/yr
Reporting directly to the Head of Wealth Strategy, the Wealth Strategist will own the preparation and delivery of comprehensive wealth strategy reviews, support Senior Wealth Strategists on complex ...
Wealth Strategy information
See salary details
$32.5K - $43K
10% of jobs
$43K - $53.5K
1% of jobs
$53.5K - $64K
5% of jobs
$68.6K is the 25th percentile. Wages below this are outliers.
$64K - $74.5K
20% of jobs
The median wage is $81.4K / yr.
$74.5K - $85K
20% of jobs
$85K - $95.5K
5% of jobs
$95.5K - $106K
5% of jobs
$106K - $116.5K
6% of jobs
$117.8K is the 75th percentile. Wages above this are outliers.
$116.5K - $127K
6% of jobs
$127K - $137.5K
9% of jobs
$137.5K - $148K
11% of jobs
$32.5K
$93.7K
$148K
How much do wealth strategy jobs pay per year?
As of Jul 26, 2026, the average yearly pay for wealth strategy in the United States is $93,739.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,000.00 and $125,000.00 per year, depending on experience, location, and employer.
What are the key skills and qualifications needed to thrive as a Wealth Strategist, and why are they important?
To thrive as a Wealth Strategist, you need a solid background in finance, investment management, and tax planning, often supported by degrees in finance or economics and certifications like CFP or CFA. Familiarity with financial planning software, portfolio management systems, and tax analysis tools is typically required. Exceptional interpersonal skills, analytical thinking, and discretion set top professionals apart in this role. These competencies are crucial for building client trust, delivering tailored financial solutions, and navigating complex wealth management scenarios.
What does a wealth strategist do?
A wealth strategist helps clients develop personalized financial plans to grow and protect their wealth, often analyzing investments, estate planning, and tax strategies. They use financial modeling tools and require strong knowledge of financial products and regulations to advise high-net-worth individuals or families effectively.
What is wealth strategy?
Wealth strategy refers to the process of creating a comprehensive plan to grow, manage, protect, and transfer wealth. It involves assessing financial goals, risk tolerance, and current assets, then devising strategies for investments, tax planning, estate planning, and retirement. Wealth strategists work closely with clients to ensure their financial plans align with their life objectives and adapt to changing circumstances. The goal is to maximize wealth while minimizing risks and tax liabilities.
How many financial advisors make $500,000 a year?
In the wealth strategy field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and advanced certifications like the CFP or CFA. Achieving this level often requires years of building a strong client base and expertise in complex financial planning. Exact numbers vary, but high earnings are generally associated with top-tier advisors in affluent markets.
How to become a wealth strategist?
To become a wealth strategist, typically one needs a bachelor's degree in finance, economics, or a related field, along with relevant certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Gaining experience in financial planning, investment management, or client advisory roles is also important, along with developing strong analytical and communication skills. Continuous education and staying updated on financial regulations and market trends are essential for success in this role.
How much does a wealth strategy associate make?
A wealth strategy associate typically earns between $60,000 and $90,000 annually, depending on experience, location, and firm size. Compensation may also include bonuses and benefits, and strong analytical and client management skills are often required for the role.
How does a wealth strategist typically collaborate with clients and other financial professionals to develop comprehensive financial plans?
Wealth strategists work closely with clients to understand their financial goals, risk tolerance, and long-term objectives. They frequently collaborate with other professionals such as tax advisors, estate planners, and investment managers to create holistic strategies that address every aspect of a client’s financial life. Regular meetings and clear communication are essential to ensure all parties are aligned and that the client's evolving needs are met. This collaborative approach not only enhances the quality of advice but also builds strong, lasting client relationships.
What is the difference between Wealth Strategy vs Financial Advisor?
| Aspect | Wealth Strategy | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications | CFP, Series 7, Series 66 |
| Work Environment | Holistic planning, long-term wealth management | Investment advice, portfolio management |
| Employer & Industry | Financial firms, private banks, consulting | Banks, independent firms, brokerages |
Wealth Strategy professionals focus on comprehensive, long-term wealth planning, integrating investments, estate, and tax strategies. Financial Advisors primarily provide investment advice and portfolio management. While both roles require similar certifications and often work in overlapping environments, Wealth Strategy emphasizes a holistic approach to wealth, whereas Financial Advisors concentrate on investment products and portfolio growth.
More about Wealth Strategy jobs
What are the most commonly searched types of Wealth Strategy jobs? The most popular types of Wealth Strategy jobs are:
What job categories do people searching Wealth Strategy jobs look for? The top searched job categories for Wealth Strategy jobs are:
Other
Posted 29 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
16th of 170 rated banks
Job description
Are you skilled at developing wealth management strategies. Does financial data excite you?
We're looking for a 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
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