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Wealth Strategy Associate Jobs (NOW HIRING)

UBS

Senior Wealth Strategy Associate

Wayzata, MN · On-site

$65K - $85K/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 ...

UBS

SENIOR WEALTH STRATEGY ASSOCIATE

Florham Park, NJ · On-site

$85K - $115K/yr

Your role We're looking for a Senior Wealth Strategy Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help ...

UBS

Senior Wealth Strategy Associate

New York, NY · On-site

$100K - $140K/yr

... strategies and investment solutions for clients • provide support for client relationship ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...

UBS

Senior Wealth Strategy Associate

New York, NY · On-site

$85K - $115K/yr

... strategies and investment solutions for clients • provide support for client relationship ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...

TriOptus LLC

Business Strategy Associate

Manhattan, NY · On-site

The COO team within Wealth & Investment Management Technology (WIMT) drives the strategic agenda for the COO and CIO of WMT, and we are in search of a talented and eager Associate to join our team.

Citigroup, Inc.

Wealth Data Strategy Associate

New York, NY · On-site

$109.12K - $163.68K/yr

Key Competencies required for the role include Data Analysis, Strategic Thinking, Decision Making ... Desirable: Familiarity with Wealth Management business processes and front office users is ...

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Wealth Strategy Associate information

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$32.5K

$93.7K

$148K

How much do wealth strategy associate jobs pay per year?

As of May 30, 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?

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.

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What cities are hiring for Wealth Strategy Associate jobs? Cities with the most Wealth Strategy Associate job openings:
Who are the top companies hiring for Wealth Strategy Associate jobs? The top employers for Wealth Strategy Associate jobs are:
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:
Wealth Strategy Associate jobs near you
Infographic showing various Wealth Strategy Associate job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 63% Full Time, 35% Part Time, and 1% Contract. Highlights an 59% Physical, 8% Hybrid, and 33% Remote job distribution, with an average salary of $93,739 per year, or $45.1 per hour.
Senior Wealth Strategy Associate

Senior Wealth Strategy Associate

UBS

Wayzata, MN • On-site

$65K - $85K/yr

Full-time

Posted 21 days ago

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 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
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. We help 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 Senior Wealth Strategy Associate, you'll play an important role as part of a highly collaborative team, Private Wealth Management Team - Panava Partners based in the Wayzata, Minnesota, which is widely recognized for its expertise and is considered one of the most desirable groups to work with in the industry due to its outstanding reputation and sought-after employment opportunities.
Your expertise
• series 7 and 66 licenses
• ideally 3-5 years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on finance and business administration.
• strong analytical skills and deep knowledge of investments
• excellent written and verbal communication skills
• team player and strong interpersonal skills.
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.
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - Minnesota - Wayzata min USD 65000 - max USD 85000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
UBS Financial Services logo

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

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