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 ...
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 ...
Senior Wealth Strategy Associate
Chicago, IL · On-site
$60K - $90K/yr
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 ...
Senior Wealth Strategy Associate
Chicago, IL · On-site
$60K - $90K/yr
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 ...
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 ...
Quick apply
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 ...
Wealth Strategist Sales Associate
Chicago, IL · On-site
$52K - $79K/yr
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite Sales Associate, Wealth Strategies, Wealth Management The ...
Wealth Strategist Sales Associate
Chicago, IL · On-site
$52K - $79K/yr
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite Sales Associate, Wealth Strategies, Wealth Management The ...
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 ...
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 ...
With a wealth of learning and career development opportunities, a world-class training facility ... KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice. Responsibilities
With a wealth of learning and career development opportunities, a world-class training facility ... KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice. Responsibilities
With a wealth of learning and career development opportunities, a world-class training facility ... KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice. Responsibilities
With a wealth of learning and career development opportunities, a world-class training facility ... KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice. Responsibilities
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 ...
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 ...
Senior Associate Wealth Strategist
Chicago, IL · On-site
$70K - $130K/yr
The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the core client experience at RBC for its high net worth ("HNW ...
Senior Associate Wealth Strategist
Chicago, IL · On-site
$70K - $130K/yr
The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the core client experience at RBC for its high net worth ("HNW ...
Wealth Advisor
Oakbrook Terrace, IL · On-site
$90K - $135K/yr
... with strategic relationships and community networks * Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client ...
Wealth Advisor
Oakbrook Terrace, IL · On-site
$90K - $135K/yr
... with strategic relationships and community networks * Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client ...
Description The Associate Advisor is a client-facing advisory role within our wealth management ... Partner with senior advisors to develop and deliver comprehensive financial planning strategies ...
Description The Associate Advisor is a client-facing advisory role within our wealth management ... Partner with senior advisors to develop and deliver comprehensive financial planning strategies ...
Wealth Management Associate
Chicago, IL · On-site
The Wealth Management Associate is often the first point of contact with clients on a broad array ... Designs and produces strategy reports and other types of communications for Financial Advisor ...
Wealth Management Associate
Chicago, IL · On-site
The Wealth Management Associate is often the first point of contact with clients on a broad array ... Designs and produces strategy reports and other types of communications for Financial Advisor ...
The Wealth Management Associate is often the first point of contact with clients on a broad array ... Designs and produces strategy reports and other types of communications for Financial Advisor ...
The Wealth Management Associate is often the first point of contact with clients on a broad array ... Designs and produces strategy reports and other types of communications for Financial Advisor ...
Wealth Management Associate
Chicago, IL · On-site
The Wealth Management Associate is often the first point of contact with clients on a broad array ... Designs and produces strategy reports and other types of communications for Financial Advisor ...
Wealth Management Associate
Chicago, IL · On-site
The Wealth Management Associate is often the first point of contact with clients on a broad array ... Designs and produces strategy reports and other types of communications for Financial Advisor ...
Associate - Private Wealth Services
Chicago, IL · Hybrid
$310K/yr
Private Wealth / Estate Planning Associate (3+ Years) - Chicago, IL | Hybrid Company: Direct ... Design and implement advanced estate and tax planning strategies * Draft complex estate planning ...
Quick apply
Associate - Private Wealth Services
Chicago, IL · Hybrid
$310K/yr
Private Wealth / Estate Planning Associate (3+ Years) - Chicago, IL | Hybrid Company: Direct ... Design and implement advanced estate and tax planning strategies * Draft complex estate planning ...
Data & BI Sr Assoc
Chicago, IL · On-site
The Senior Associate ensures data reliability and consistency by supporting enterprise data quality ... Independently delivers moderate to more complex analyses and reports that inform Wealth strategy ...
Data & BI Sr Assoc
Chicago, IL · On-site
The Senior Associate ensures data reliability and consistency by supporting enterprise data quality ... Independently delivers moderate to more complex analyses and reports that inform Wealth strategy ...
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 ...
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 ...
Wealth Advisor
$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 ...
Wealth Advisor
$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 ...
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 ...
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 ...
Wealth Advisor
Oak Brook, IL · Hybrid
Lead client meetings and present tailored wealth management strategies aligned with client goals ... Mentor and collaborate with Associate Wealth Advisors and support team members to deliver ...
Wealth Advisor
Oak Brook, IL · Hybrid
Lead client meetings and present tailored wealth management strategies aligned with client goals ... Mentor and collaborate with Associate Wealth Advisors and support team members to deliver ...
Wealth Strategy Associate information
See Chicago, IL salary details
$33.5K - $44.3K
10% of jobs
$44.3K - $55.2K
1% of jobs
$55.2K - $66K
5% of jobs
$70.7K is the 25th percentile. Wages below this are outliers.
$66K - $76.8K
20% of jobs
The median wage is $83.9K / yr.
$76.8K - $87.6K
20% of jobs
$87.6K - $98.5K
5% of jobs
$98.5K - $109.3K
5% of jobs
$109.3K - $120.1K
6% of jobs
$121.5K is the 75th percentile. Wages above this are outliers.
$120.1K - $130.9K
6% of jobs
$130.9K - $141.8K
9% of jobs
$141.8K - $152.6K
11% of jobs
$33.5K
$96.6K
$152.6K
How much do wealth strategy associate jobs pay per year?
As of Aug 9, 2026, the average yearly pay for wealth strategy associate in Chicago, IL is $96,641.00, 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 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.
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 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.
What is the difference between Wealth Strategy Associate vs Financial Advisor?
| Aspect | Wealth Strategy Associate | Financial Advisor |
|---|---|---|
| Credentials | Bachelor's degree, certifications like CFP or CFA often preferred | Typically requires CFP certification, Series 7/66 licenses |
| Work Environment | Support role within wealth management teams, analytical focus | Client-facing, personalized financial planning and advice |
| Employer & Industry | Wealth management firms, banks, financial institutions | Independent 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:
Full-time
Posted 7 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 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
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