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Wealth Strategy Associate Jobs (NOW HIRING)

TFO Wealth Partners

Family Wealth Strategist I

Maumee, OH · On-site

$114.50K - $148K/yr

TFO Wealth Partners is seeking a Family Wealth Strategist. _____ The Family Wealth Strategist ... Mentor and collaborate with internal advisers and associates to support client relationships

Focus Partners Wealth

$68K - $70K/yr

Position Summary The Investment Strategy Associate educates internal and external stakeholders to provide clarity, insights, and confidence with regards to investment philosophy, solutions, and ...

CincyBrianHires

Wealth Management Council

Boston, MA · Hybrid

$345K - $435K/yr

Key Responsibilities The Senior Associate will advise clients on sophisticated estate, tax, and wealth transfer strategies. Core responsibilities include: * Structuring advanced estate, gift, and ...

M&T Bank

Investment Strategy Associate

Radnor, PA

$106.70K - $177.90K/yr

The position supports the Investment Strategist team in providing research, data and strategies that reflect the best thinking of Wilmington Trust and in support of Wealth clients. Supervisory ...

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Wealth Strategy Associate information

See salary details

$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.

More about Wealth Strategy Associate jobs
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:
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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.

Wealth Management Associate

The Pelora Group

Charlotte, NC • On-site

Full-time

Posted 13 days ago

Job description

Job Description
Wealth Management Associate
The Wealth Management Associate is responsible for supporting advisor growth across annuity, advisory,
and emerging affluent client segments by providing internal wholesaling, planning strategy support, and case
qualification. This role partners closely with Advisors, the Wealth Management team, the Case Design team,
and Home Oice partners to promote consistent, planning-based advisory practices and the effective use of
approved wealth management platforms and solutions across the agency.
The position reports to the Director of Wealth Management, is classified as exempt, and is a
recommended mid-level role within the agency's wealth management support structure. The role is
non-client-facing and non-executional, with a focus on advisor enablement, escalation of higher-complexity
opportunities, and advancement of the agency's wealth management growth objectives.
Advisor Strategy & Internal Wholesaling
• Serve as an internal wholesaling and strategy resource for advisors across experience
levels, with emphasis on:
Early to mid-tenure advisors expanding into advisory and planning-based practices
Advisors moving from basic accumulation to more sophisticated retirement and
affluent conversations
Responsibilities include:
  • Leading advisor conversations around
  • Planning-first client engagement
  • Advisory vs. transactional positioning
  • Investment strategy intent (not product-only discussions)
  • Supporting advisor segmentation and prioritization of client opportunities
  • Annuity & Retirement Planning Support

Part of annuities and retirement-income positioning as a core planning component,
including:
  • Fixed annuities
  • Fixed Indexed Annuities (FIAs)
  • Variable Annuities (proprietary and non-proprietary)

Support advisors in:
  • Identifying appropriate annuity use cases for:
  • Income planning
  • Principal protection
  • Conservative growth

Positioning annuities within a holistic financial plan, not as standalone products
      • Advisory Platform & Basic Investment Design Support
      • Support advisors in understanding and using MML Investors Services (MMLIS) advisory
        platforms, including:
      • Advisory vs. brokerage frameworks
      • Basic asset allocation concepts
      • Model-based and program-level advisory solutions
      • Account types (taxable, qualified, retirement-focused)

Provide working knowledge of advisory fee structures, including:
  • How fees are charged and disclosed
  • How to position fees in value-based conversations
  • When fee complexity, asset scale, or planning needs require escalation
  • Collaboration & Advisor Development

Work closely with:
  • Director / Head of Wealth Management
  • Case Design Team
  • Insurance specialists
  • New Advisor Development

Provide support through:
  • Advisor onboarding sessions
  • Study groups and training forums

Ongoing education tied to:
  • Investment concepts
  • Annuity strategies
  • Planning conversations
  • Continuous development toward deeper investment and advisory expertise

Qualifications
Required
• FINRA licenses preferred: Series 6/63/65 or 7/66
• 3-7 years of experience in:
  • Wealth management
  • Advisor support
  • Internal wholesaling
  • Financial services sales or planning support

• Comfort leading advisor strategy conversations independently
Preferred
• Experience supporting annuities and advisory platforms
• Exposure to basic financial planning tools and concepts
• Interest in progressing toward senior wealth strategy or leadership roles
Key Competencies
  • Strong advisor-facing communication skills
  • Ability to translate investment concepts into practical guidance
  • Sound judgment in case qualification and escalation
  • Organized, consultative, and process-oriented
  • High integrity and compliance awareness
  • Collaborative and coachable mindset

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