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

RK Partners

Private Wealth Associate-Boston, MA

Chicago, IL · On-site

$100 - $125/hr

Private Wealth Associate Boston, MA We are seeking an experienced Private Wealth Associate and CFP ... Develop strategies across investments, retirement, estate planning, tax considerations, cash flow ...

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Capgroup

Private Wealth Advisor

Chicago, IL · On-site

We believe that belonging leads to better outcomes and a stronger community of associates united by ... Develop and execute a business development strategy that drives results and achieves sales targets ...

LeoForce

Senior Wealth Advisor

Oakbrook Terrace, IL · On-site

$150 - $220/hr

... with strategic collaborators. * Dedicate to ongoing professional education and contribute to team development at every level. * Provide training and mentorship to associates across the wealth ...

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Showing results 21-40

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.

Private Wealth Associate-Boston, MA

RK Partners

Chicago, IL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Private Wealth Associate
Boston, MA
We are seeking an experienced Private Wealth Associate and CFP® professional to join a growing private wealth management team in Boston. This role combines comprehensive financial planning and case design with direct client relationship responsibilities.
You will partner closely with a Private Wealth Advisor to analyze client situations, develop recommendations, prepare financial plans and proposals, and participate in client meetings. You will also serve as a trusted resource for clients-answering questions, handling requests, and ensuring their needs are carried through to completion.
We are looking for someone who can think like a planner, communicate confidently with clients, and take ownership through execution.
What You'll Do
Financial Planning & Case Design
  • Build, analyze, and update comprehensive financial plans for new and existing clients.
  • Identify planning opportunities and develop recommendations for advisor review and client presentation.
  • Prepare proposals, scenario analysis, and materials for client meetings.
  • Participate in client meetings and help explain planning recommendations.
  • Develop strategies across investments, retirement, estate planning, tax considerations, cash flow, education funding, and business-owner planning.
  • Evaluate life, disability, and long-term care insurance needs and incorporate insurance strategies into the client's overall financial plan.

Client Relationship & Execution
  • Serve as a trusted point of contact for clients and confidently respond to planning, investment, account, and service questions.
  • Develop a strong understanding of each client's financial picture, priorities, and ongoing needs.
  • Execute client requests, including money movement, distributions, contributions, wires, journals, and other account activity.
  • Support portfolio reviews, investment implementation, and trade execution.
  • Coordinate with custodians and internal partners to ensure requests are completed accurately and on time.
  • Maintain accurate client information, planning data, and documentation within firm systems.
  • Take ownership of client needs from initial request through completion.

What We're Looking For
  • Active CFP® certification required
  • Bachelor's degree
  • Multiple years of hands-on financial planning or private wealth management experience
  • Experience developing comprehensive financial plans and recommendations
  • Strong knowledge of life insurance and risk-management planning
  • Experience working directly with clients and answering complex questions
  • Strong analytical, communication, and relationship-building skills
  • High attention to detail with a strong sense of ownership and follow-through
  • Series 7 or ability to obtain the Series 7 within 90 days of joining
  • Experience with high-net-worth clients preferred
  • Experience with eMoney, Envestnet, NetX360, or similar platforms is a plus

Why Join the Team
This is an opportunity to be deeply involved in both the strategy and execution of private wealth management. You'll work closely with an experienced Private Wealth Advisor, develop sophisticated planning recommendations, build meaningful client relationships, and expand your advisory influence over time.
Location & Benefits
Boston, MA | 4 days per week in office
Competitive compensation based on experience and expertise, plus medical, dental and vision insurance, 401(k) with employer match, life insurance, short- and long-term disability coverage, and paid time off.

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