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 ...
A Senior Wealth Strategy Associate provides support to the branch team in the development of wealth management strategies and marketing efforts. Assist Financial Advisors with client/potential client ...
A Senior Wealth Strategy Associate provides support to the branch team in the development of wealth management strategies and marketing efforts. Assist Financial Advisors with client/potential client ...
Do you have experience supporting client relationships and mentoring junior team members? We're looking for a Senior Wealth Strategy Associate to: Manage all aspects of client operations, including ...
Do you have experience supporting client relationships and mentoring junior team members? We're looking for a Senior Wealth Strategy Associate to: Manage all aspects of client operations, including ...
Wealth strategy Associate
San Diego, CA · On-site
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 ...
Wealth strategy Associate
San Diego, CA · On-site
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 ...
Can you build collaborative relationships with internal business partners to deliver solutions and identify new business opportunities? We're looking for a Wealth Strategy Associate to: build ...
Can you build collaborative relationships with internal business partners to deliver solutions and identify new business opportunities? We're looking for a Wealth Strategy Associate to: build ...
Senior Wealth Strategy Associate * Type: Full Time * Experience: 3 Years * Function: Business Management * Location: Tucson, AZ, United States * Company: UBS Company Profile UBS is the world ...
Senior Wealth Strategy Associate * Type: Full Time * Experience: 3 Years * Function: Business Management * Location: Tucson, AZ, United States * Company: UBS Company Profile UBS is the world ...
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 ...
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 ...
Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • Assist Financial Advisors with client/potential client meetings and provide support for client ...
Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • Assist Financial Advisors with client/potential client meetings and provide support for client ...
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 ...
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 ...
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 ...
New
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 ...
New
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 ...
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
Lincoln, NE · On-site
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 ...
New
Senior Wealth Strategy
Lincoln, NE · On-site
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 ...
New
Key responsibilities A Senior Wealth Strategy Associate provides support to the branch team in the development of wealth management strategies and marketing efforts. • Assist Financial Advisors ...
Key responsibilities A Senior Wealth Strategy Associate provides support to the branch team in the development of wealth management strategies and marketing efforts. • Assist Financial Advisors ...
Can you build collaborative relationships with internal business partners to deliver solutions and identify new business opportunities? We're looking for a Wealth Strategy Associate to: • build ...
Can you build collaborative relationships with internal business partners to deliver solutions and identify new business opportunities? We're looking for a Wealth Strategy Associate to: • build ...
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 ...
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 ...
Do you have experience supporting client relationships and mentoring junior team members? We're looking for a Senior Wealth Strategy Associate to: • Manage all aspects of client operations ...
Do you have experience supporting client relationships and mentoring junior team members? We're looking for a Senior Wealth Strategy Associate to: • Manage all aspects of client operations ...
Key responsibilities Do you enjoy going above and beyond and ensuring client's needs are met and exceeded? We're looking for a Senior Wealth Strategy Associate to: • perform all tasks related to ...
Key responsibilities Do you enjoy going above and beyond and ensuring client's needs are met and exceeded? We're looking for a Senior Wealth Strategy Associate to: • perform all tasks related to ...
Are you skilled at developing wealth management strategies. Does financial data excite you? We're looking for a Senior Wealthy 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 Wealthy Strategy Associate to: assist financial advisors in client conversations ...
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 ...
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 ...
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 ...
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 ...
Wealth Strategy Associate 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 associate jobs pay per year?
As of Sep 5, 2026, the average yearly pay for wealth strategy associate 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 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?
| 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.
More about Wealth Strategy Associate jobs
What cities are hiring for Wealth Strategy Associate jobs?
Cities with the most Wealth Strategy Associate job openings:
What states have the most Wealth Strategy Associate jobs?
States with the most job openings for Wealth Strategy Associate jobs include:
What job categories do people searching Wealth Strategy Associate jobs look for?
The top searched job categories for Wealth Strategy Associate jobs are:
Full-time
Re-posted 5 days ago
UBS rating
8.8
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
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