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Wealth Strategy Associate Jobs in Chicago, IL (NOW HIRING)

Oxford Financial GRP

Sr. Wealth Strategist

Chicago, IL · On-site

$125K - $161K/yr

... internal associates. DUTIES & RESPONSIBILITES Complex Client Estate and Wealth Planning ... Provides guidance for Wealth Strategist in oversight of the administration of various family ...

AllianceBernstein

Private Wealth Associate

Chicago, IL · On-site

$68K - $73K/yr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition ... strategies * A focus on client service excellence, partnership and sales training in order to ...

Imea

Private Wealth Associate | Chicago, IL

Chicago, IL · On-site

$60 - $80/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition ... strategies * A focus on client service excellence, partnership and sales training in order to ...

TIAA

Wealth Advisor

Chicago, IL · On-site

$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 ...

TIAA

Wealth Advisor

Wheaton, IL · On-site

$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 ...

Northern Trust

Associate Wealth Advisor

Chicago, IL · On-site

$99K - $169K/yr

... an Associate Wealth Advisor, Family Office Solutions, you will be responsible for supporting ... and modeling strategies and solutions. The role entails creation of subject matter decks and ...

Northern Trust

Associate Wealth Advisor

Chicago, IL · On-site

$99K - $169K/yr

... an Associate Wealth Advisor, Family Office Solutions, you will be responsible for supporting ... and modeling strategies and solutions. The role entails creation of subject matter decks and ...

Northern Trust

Associate Wealth Advisor

Chicago, IL · Hybrid

$99K - $169K/yr

... an Associate Wealth Advisor, Family Office Solutions, you will be responsible for supporting ... A familiarity with wealth transfer strategies, rudimentary estate and gift tax rules, and basic ...

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All JobsWealth Strategy Associate JobsWealth Strategy Associate Jobs in Chicago, IL

Wealth Strategy Associate information

See Chicago, IL salary details

$33.5K

$96.6K

$152.6K

How much do wealth strategy associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for wealth strategy associate in Chicago, IL is $96,638.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,200.00 and $128,900.00 per year, depending on experience, location, and employer.

What does a wealth strategy associate do?

A Wealth Strategy Associate assists financial advisors and clients in developing personalized wealth management strategies. Their responsibilities typically include preparing financial plans, conducting investment research, coordinating client meetings, and ensuring that clients' portfolios align with their long-term goals. They also help with administrative tasks and may contribute to business development efforts. Wealth Strategy Associates play a key role in delivering high-quality service and supporting the overall client experience within a wealth management firm.

How does a wealth strategy associate typically support senior advisors and contribute to client relationship management?

Wealth Strategy Associates play a crucial support role by preparing financial plans, conducting research, and ensuring all client documentation is accurate and up-to-date. They often act as a liaison between clients and senior advisors, assisting with meeting preparation and follow-ups to ensure a seamless client experience. This position is highly collaborative, requiring frequent communication with investment specialists, compliance teams, and operations staff. Over time, Wealth Strategy Associates can grow into more client-facing roles, developing their expertise and advancing within the firm.

What are the key skills and qualifications needed to thrive as a wealth strategy associate, and why are they important?

To thrive as a Wealth Strategy Associate, you need a strong background in finance, investment analysis, and financial planning, often supported by a relevant degree such as finance or economics. Familiarity with financial planning software, CRM systems like Salesforce, and certifications such as the CFP or CFA are typically valued. Exceptional interpersonal skills, attention to detail, and analytical thinking help you build trust and tailor strategies for high-net-worth clients. These competencies are vital to delivering personalized financial advice, ensuring regulatory compliance, and fostering long-term client relationships.

What is the difference between Wealth Strategy Associate vs Financial Advisor?

AspectWealth Strategy AssociateFinancial Advisor
CredentialsBachelor's degree, certifications like CFP or CFA often preferredTypically requires CFP certification, Series 7/66 licenses
Work EnvironmentSupport role within wealth management teams, analytical focusClient-facing, personalized financial planning and advice
Employer & IndustryWealth management firms, banks, financial institutionsIndependent firms, banks, financial planning companies

The Wealth Strategy Associate primarily supports senior advisors with research and planning, focusing on analytical tasks. In contrast, Financial Advisors directly interact with clients to develop personalized financial plans. Both roles often require similar certifications and work within the wealth management industry, but their responsibilities and client engagement levels differ.

What are popular job titles related to Wealth Strategy Associate jobs in Chicago, IL?

For Wealth Strategy Associate jobs in Chicago, IL, the most frequently searched job titles are:

What job categories do people searching Wealth Strategy Associate jobs in Chicago, IL look for?

The top searched job categories for Wealth Strategy Associate jobs in Chicago, IL are:

Wealth Strategy Associate jobs near you
Infographic showing various Wealth Strategy Associate job openings in Chicago, IL as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $96,638 per year, or $46.5 per hour.

Senior Wealth Strategy Associate

UBS - Experienced professionals - job boards

Chicago, IL • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

17th of 175 rated banks

Job description

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 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.
actively participate with Financial Advisors in proactive client outreach in anticipating impacts on clients' portfolio

What UBS employees say

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Hours and flexibility

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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

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