Key responsibilities 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 ...
Key responsibilities 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 ...
... 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 ...
... 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 ...
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 ...
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 ...
ASSOCIATE DIRECTOR, WEALTH STRATEGY
Atlanta, GA · On-site
$100K - $120K/yr
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
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
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
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 ...
Asset & Wealth Management, Portfolio Strategy, Associate
Manhattan, NY · On-site
$80 - $120/hr
... Sachs Asset & Wealth Management (AWM) is seeking a Portfolio Strategy Associate in New York. Goldman Sachs AWM manages approximately $2.8 trillion in assets across a full suite of strategies ...
Asset & Wealth Management, Portfolio Strategy, Associate
Manhattan, NY · On-site
$80 - $120/hr
... Sachs Asset & Wealth Management (AWM) is seeking a Portfolio Strategy Associate in New York. Goldman Sachs AWM manages approximately $2.8 trillion in assets across a full suite of strategies ...
ASSOCIATE DIRECTOR, WEALTH STRATEGY
Atlanta, GA · On-site
$100 - $120/hr
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
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 ...
Deal Strategy Associate
New York, NY · On-site
$80K - $136K/yr
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
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
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 ...
Deal Strategy Associate
New York, NY · Hybrid
$80K - $136K/yr
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
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 ...
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
Manhattan, NY · On-site
$80 - $136/hr
R0026569Nasdaq is seeking a Deal Strategy Associate to analyze top pre-IPO companies and develop ... Secure Wealth:** 401(k) program with 6% employer match, Employee Stock Purchase Program with 15 ...
Deal Strategy Associate
Manhattan, NY · On-site
$80 - $136/hr
R0026569Nasdaq is seeking a Deal Strategy Associate to analyze top pre-IPO companies and develop ... Secure Wealth:** 401(k) program with 6% employer match, Employee Stock Purchase Program with 15 ...
... 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 ...
... 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 ...
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 ...
... allocation strategies and investment solutions for clients provide support for client relationship building and business development activities perform business analytics as needed to support ...
... allocation strategies and investment solutions for clients provide support for client relationship building and business development activities perform business analytics as needed to support ...
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 ...
... wealth planning analysis. The associate proactively identifies planning opportunities as a strategic resource by providing client insights, business analysis, reporting, project management, and ...
... wealth planning analysis. The associate proactively identifies planning opportunities as a strategic resource by providing client insights, business analysis, reporting, project management, and ...
... wealth planning analysis. The associate proactively identifies planning opportunities as a strategic resource by providing client insights, business analysis, reporting, project management, and ...
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 ...
Wealth Data Strategy Associate
New York, NY · On-site
$109K - $163K/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 ...
Wealth Data Strategy Associate
New York, NY · On-site
$109K - $163K/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 ...
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:
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
17th of 175 rated banks
Job description
Key responsibilities
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, 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
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.
The team
Pacific Wealth Group is a leading UBS Private Wealth Management team in Oregon advising ultra-high net worth families, entrepreneurs, and business owners.
We are seeking a highly motivated professional. This position is ideal for candidates who combine strong analytical thinking with excellent communication and execution skills.
Wealth management is a multidisciplinary profession that draws on financial analysis, planning, judgment, and client service. This role offers the opportunity to develop across all of those dimensions in a highly collaborative, high expectations environment.
Your skills and experience
We're looking for a Relationship Manager whose primary function is to:
• Own, manage and serve as primary contact for key relationships
• Develop and deliver a consistent client review process
• Proactively reach out to clients to stay in front of key life events and identify opportunities
• Build detailed client profiles and contact management process
• Identify opportunities to expand services and deepen client relationships
• Recommend and implement client-focused solutions
Ideal candidates have industry experience and active SIE, Series 7 and 66 licenses.
Must actively pursue and obtain one of the below designations within two years:
• Chartered Financial Analyst® (CFA ® )certification
• Certified Financial Planner ® (CFP ® )certification
• Certified Investment Management Analyst ® (CIMA ® ) certification
• Certified Private Wealth Advisor ® (CPWA ® ) certification
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 Wealthy 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
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.
The team
Pacific Wealth Group is a leading UBS Private Wealth Management team in Oregon advising ultra-high net worth families, entrepreneurs, and business owners.
We are seeking a highly motivated professional. This position is ideal for candidates who combine strong analytical thinking with excellent communication and execution skills.
Wealth management is a multidisciplinary profession that draws on financial analysis, planning, judgment, and client service. This role offers the opportunity to develop across all of those dimensions in a highly collaborative, high expectations environment.
Your skills and experience
We're looking for a Relationship Manager whose primary function is to:
• Own, manage and serve as primary contact for key relationships
• Develop and deliver a consistent client review process
• Proactively reach out to clients to stay in front of key life events and identify opportunities
• Build detailed client profiles and contact management process
• Identify opportunities to expand services and deepen client relationships
• Recommend and implement client-focused solutions
Ideal candidates have industry experience and active SIE, Series 7 and 66 licenses.
Must actively pursue and obtain one of the below designations within two years:
• Chartered Financial Analyst® (CFA ® )certification
• Certified Financial Planner ® (CFP ® )certification
• Certified Investment Management Analyst ® (CIMA ® ) certification
• Certified Private Wealth Advisor ® (CPWA ® ) certification
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
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