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Wealth Strategy Associate Jobs (NOW HIRING)

UMB Financial Corporation

Wealth Advisor

Dubuque, IA · On-site

$57K - $90K/yr

... strategies. * Support the delivery of comprehensive advice and customized wealth management ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Wealth Advisor

Milwaukee, WI · On-site

$57K - $90K/yr

... strategies. * Support the delivery of comprehensive advice and customized wealth management ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial Corporation

Wealth Advisor

Milwaukee, WI · On-site

$57K - $90K/yr

... strategies. * Support the delivery of comprehensive advice and customized wealth management ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Wealth Advisor

Dubuque, IA · On-site

$57K - $90K/yr

... strategies. * Support the delivery of comprehensive advice and customized wealth management ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

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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 Jul 4, 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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Wealth Strategy Associate jobs near you
Advanced Wealth Strategist - Wealth Management

Advanced Wealth Strategist - Wealth Management

EP Wealth Advisors LLC

Torrance, CA • On-site

$160K - $183K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
The Advanced Wealth Strategist is responsible for analyzing client asset portfolios, tax circumstances, and for developing and delivering practical, executable estate, income, gift, and charitable planning strategies through client-ready deliverables and meetings. The role includes significant client and prospect-facing responsibilities, partnering closely with Family Office Services, Advisors, and Wealth Management Services teams to support wealth transfer strategies for ultra high-net-worth clients, typically with at least $25 million in Assets Under Management (AUM), and with complexity across advanced estate planning, tax, business, real estate, and family governance matters.
This role is designated as a remote position within the Southwest division (Southern California) and requires the ability to attend onsite client engagements and in-office meetings in Torrance, California.
Responsibilities:
  • Work closely with Advisors nationwide to build and deepen relationships with ultra high-net-worth clients and prospects by providing guidance on wealth transfer strategies.
  • Communicate advanced estate strategies, structures, and analyses in clear, client-friendly language for clients, typically with at least $25 million in AUM, and present recommendations, illustrations, and deliverables in client and prospect meetings alongside Advisors, Family Office Services (FOS), and Wealth Management Services (WMS) teams.
  • Design, evaluate, and implement multi-year wealth transfer strategies tailored to client objectives, clearly comparing alternative advanced planning options and communicating associated tradeoffs to support informed client decision-making.
  • Participate in Family Office Services strategy discussions and internal client planning meetings.
  • Lead and support strategy recommendations requiring coordination across internal teams and external professionals, including CPAs and attorneys, and facilitate implementation through completion.
  • Collaborate cross-functionally with Advisors, investment teams, WMS, and other EP Wealth departments to deliver integrated, holistic wealth strategies.
  • Serve as a Service Offering Team Lead and/or firm subject matter expert, contributing to the development and execution of multiple service offerings and understanding cross-service integration.
  • Be available for in-person client, prospect, and firm initiatives as needed.
  • Build and maintain strong relationships with external professionals, including attorneys and tax advisors, to support effective execution of client strategies.
  • Perform additional related duties as needed to support business development, client retention, and firm growth objectives.
  • Adhere to all company policies and procedures, maintaining a consistent focus on quality, professionalism, and compliance.

  • CFP Designation and at least one additional designation/area of specialty are required
  • Minimum 10 years client-facing experience in financial services or related field
  • Bachelor's degree required from an accredited university
  • Advanced Degree or licensing is a plus
  • Proficient knowledge in real estate, business, and estate planning documents
  • Demonstrated knowledge of eMoney, Microsoft Office, Monday.com, and Salesforce CRM software
  • Familiarity with Vanilla, Wealth.com, or other AI-enabled planning technologies is a plus
  • Must have strong organizational and administrative skills
  • Ability to maintain confidentiality of highly sensitive information
  • Efficient and effective written and oral communication skills
  • Detail-oriented, ethical, deadline-driven, and adept at multitasking and problem solving
  • Reliable, client-focused, and known for exceptional follow-through
  • Positive, self-motivated, and guided by sound ethical judgment
  • Excellent interpersonal skills, including flexibility, tact, and diplomacy
  • Ability to work independently and also cohesively as part of a team

Compensation: Our base pay $160,000.00 - $183,000.00 (per year)
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
  • 11 Paid Holidays + 2 floating holidays
  • 3 Weeks PTO
  • Paid Volunteer Time
  • Paid Parental Leave
  • Flexible Work Schedule
  • Highly subsidized Health, Dental, and Vision Plans
  • 401k Retirement Account with company match contributions
  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
  • Flexible Spending Accounts and Health Savings Accounts
  • Employee Financial Education
  • Employee Educational Expense Reimbursement
  • Employee Charitable Donations
  • Employee Referral Incentives
  • Employee Team Building Activities
  • Employee Assistance Program

#LI-JJ1
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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