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 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 ...
Senior Wealth Strategy Associate
Westlake Village, CA · On-site
$90K - $140K/yr
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
Westlake Village, CA · On-site
$90K - $140K/yr
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 ...
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 ...
Senior Wealth Strategy Associate
Palo Alto, CA · On-site
$75K - $105K/yr
Your role 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 Client ...
Senior Wealth Strategy Associate
Palo Alto, CA · On-site
$75K - $105K/yr
Your role 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 Client ...
Senior Wealth Strategy Associate
New York, NY · On-site
$85K - $115K/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
New York, NY · On-site
$85K - $115K/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
New York, NY · On-site
$100K - $140K/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
New York, NY · On-site
$100K - $140K/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 ...
ASSOCIATE DIRECTOR, WEALTH STRATEGY
Atlanta, GA · On-site
$100K - $120K/yr
Medical
Dental
Vision
Life
Retirement
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
Medical
Dental
Vision
Life
Retirement
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
Medical
Dental
Vision
Life
Retirement
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
Medical
Dental
Vision
Life
Retirement
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
$100 - $120/hr
Medical
Dental
Vision
Life
Retirement
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
$100 - $120/hr
Medical
Dental
Vision
Life
Retirement
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 Wealth Manager
Bellevue, WA · Hybrid
As an Associate Wealth Manager on one of our growing Bellevue teams, you will provide outstanding ... Contribute to the firm's Wealth Strategy Group body of knowledge and client communications * Client ...
Associate Wealth Manager
Bellevue, WA · Hybrid
As an Associate Wealth Manager on one of our growing Bellevue teams, you will provide outstanding ... Contribute to the firm's Wealth Strategy Group body of knowledge and client communications * Client ...
Enterprise Strategy Associate
Medical
Dental
Vision
Life
Retirement
PTO
This Enterprise Strategy Associate will help shape the future of how work gets done at Savant. This ... Experience in financial services, wealth management, or professional services. What Success Looks ...
Enterprise Strategy Associate
Medical
Dental
Vision
Life
Retirement
PTO
This Enterprise Strategy Associate will help shape the future of how work gets done at Savant. This ... Experience in financial services, wealth management, or professional services. What Success Looks ...
Associate Wealth Manager
Bellevue, WA · Hybrid
$130K - $150K/yr
As an Associate Wealth Manager on one of our growing Bellevue teams, you will provide outstanding ... Contribute to the firm's Wealth Strategy Group body of knowledge and client communications * Client ...
Quick apply
Associate Wealth Manager
Bellevue, WA · Hybrid
$130K - $150K/yr
As an Associate Wealth Manager on one of our growing Bellevue teams, you will provide outstanding ... Contribute to the firm's Wealth Strategy Group body of knowledge and client communications * Client ...
Private Wealth Associate
San Francisco, CA · On-site
$86K - $92K/yr
... Associate for their elite client service team. This isn't a "back-office" support role ... You will be a Strategic Partner to senior Financial Advisors, directly impacting the wealth and ...
Quick apply
Private Wealth Associate
San Francisco, CA · On-site
$86K - $92K/yr
... Associate for their elite client service team. This isn't a "back-office" support role ... You will be a Strategic Partner to senior Financial Advisors, directly impacting the wealth and ...
Deal Strategy Associate
New York, NY · Hybrid
$80K - $136K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Nasdaq is seeking a Deal Strategy Associate to analyze top pre-IPO companies and develop engagement ... Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15 ...
Deal Strategy Associate
New York, NY · Hybrid
$80K - $136K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Nasdaq is seeking a Deal Strategy Associate to analyze top pre-IPO companies and develop engagement ... Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15 ...
As an Associate Wealth Manager in our growing Kenai office, you will play a crucial role in ... Contribute to the firm's Wealth Strategy Group, including attending meetings and semi-annual in ...
As an Associate Wealth Manager in our growing Kenai office, you will play a crucial role in ... Contribute to the firm's Wealth Strategy Group, including attending meetings and semi-annual in ...
Deal Strategy Associate
New York, NY · On-site
$80K - $136K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Nasdaq is seeking a Deal Strategy Associate to analyze top pre-IPO companies and develop engagement ... Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15 ...
Deal Strategy Associate
New York, NY · On-site
$80K - $136K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Nasdaq is seeking a Deal Strategy Associate to analyze top pre-IPO companies and develop engagement ... Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15 ...
Associate Wealth Manager
Kenai, AK · On-site
$115K - $140K/yr
As an Associate Wealth Manager in our growing Kenai office, you will play a crucial role in ... Contribute to the firm's Wealth Strategy Group, including attending meetings and semi-annual in ...
Quick apply
Associate Wealth Manager
Kenai, AK · On-site
$115K - $140K/yr
As an Associate Wealth Manager in our growing Kenai office, you will play a crucial role in ... Contribute to the firm's Wealth Strategy Group, including attending meetings and semi-annual in ...
Sr Director, Wealth Strategy & Operations
Cincinnati, OH · On-site
$220 - $250/hr
Serve as a key operational and strategic leader across the wealth business, aligning people ... Compliance Statement The associate is responsible for meeting all compliance requirements imposed ...
Sr Director, Wealth Strategy & Operations
Cincinnati, OH · On-site
$220 - $250/hr
Serve as a key operational and strategic leader across the wealth business, aligning people ... Compliance Statement The associate is responsible for meeting all compliance requirements imposed ...
... wealth planning analysis. The associate proactively identifies planning opportunities as a strategic resource by providing client insights, business analysis, reporting, project management, and ...
New
Quick apply
... wealth planning analysis. The associate proactively identifies planning opportunities as a strategic resource by providing client insights, business analysis, reporting, project management, and ...
New
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 Aug 15, 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 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.
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:
- Registered Wealth Management Client Associate
- Wealth Advisory Associate
- Wealth Associate Salary
- Chase Wealth Management Financial Advisor
- Evening Schwab Wealth Advisory
- Ameriprise Financial Advisor
- Private Wealth Management Specialist
- Wealth Management Client Service Representative
- Cfp Salaries
- Associate Wealth Advisor Salary
Job description
Your role
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 with client/potential client meetings and provide support for client relationship building and business development activities
• Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings
• 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
• 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
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You'll be working as part of Wealth Management Americas International Division in Coral Gables. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Wealth Strategy Associate, you'll play an important role in achieving our goals.
You will be the point of contact for client services requests and operational processing for prospects and existing clients of the Financial Advisor.
Your expertise
• series 7 and 66 licenses
• Experience in client service, within the finance sector
• [bachelor's or master`s degree preferred]
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody's business)
• Fluent in Spanish and English
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
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 with client/potential client meetings and provide support for client relationship building and business development activities
• Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings
• 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
• 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
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You'll be working as part of Wealth Management Americas International Division in Coral Gables. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Wealth Strategy Associate, you'll play an important role in achieving our goals.
You will be the point of contact for client services requests and operational processing for prospects and existing clients of the Financial Advisor.
Your expertise
• series 7 and 66 licenses
• Experience in client service, within the finance sector
• [bachelor's or master`s degree preferred]
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody's business)
• Fluent in Spanish and English
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
About UBS Financial Services
Sourced by ZipRecruiter
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Weehawken, NJ, US