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Wealth Strategy Jobs (NOW HIRING)

UBS

Senior Wealth Strategy Associate

Wayzata, MN · On-site

$65K - $85K/yr

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 ...

UBS

Senior Wealth Strategy Associate

Coral Gables, FL · On-site

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 ...

Blue Owl

Private Wealth, Strategy Analyst

New York, NY · On-site

$85K - $95K/yr

The Analyst will support the Private Wealth Strategy team and play a key role in executing strategic initiatives for the business. The team is focused on driving long-term growth by unlocking ...

Blue Owl

Private Wealth, Strategy Analyst

New York, NY

$85K - $95K/yr

The Analyst will support the Private Wealth Strategy team and play a key role in executing strategic initiatives for the business. The team is focused on driving long-term growth by unlocking ...

UBS

Sr Wealth Strategy Associate

Wayzata, MN · On-site

$60K - $75K/yr

Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Wealth Strategy Associate to: • assist financial advisors in client ...

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Wealth Strategy information

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$32.5K

$93.7K

$148K

How much do wealth strategy jobs pay per year?

As of Jun 9, 2026, the average yearly pay for wealth strategy 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 Strategist, and why are they important?

To thrive as a Wealth Strategist, you need a solid background in finance, investment management, and tax planning, often supported by degrees in finance or economics and certifications like CFP or CFA. Familiarity with financial planning software, portfolio management systems, and tax analysis tools is typically required. Exceptional interpersonal skills, analytical thinking, and discretion set top professionals apart in this role. These competencies are crucial for building client trust, delivering tailored financial solutions, and navigating complex wealth management scenarios.

What is wealth strategy?

Wealth strategy refers to the process of creating a comprehensive plan to grow, manage, protect, and transfer wealth. It involves assessing financial goals, risk tolerance, and current assets, then devising strategies for investments, tax planning, estate planning, and retirement. Wealth strategists work closely with clients to ensure their financial plans align with their life objectives and adapt to changing circumstances. The goal is to maximize wealth while minimizing risks and tax liabilities.

How does a wealth strategist typically collaborate with clients and other financial professionals to develop comprehensive financial plans?

Wealth strategists work closely with clients to understand their financial goals, risk tolerance, and long-term objectives. They frequently collaborate with other professionals such as tax advisors, estate planners, and investment managers to create holistic strategies that address every aspect of a client’s financial life. Regular meetings and clear communication are essential to ensure all parties are aligned and that the client's evolving needs are met. This collaborative approach not only enhances the quality of advice but also builds strong, lasting client relationships.

What is the difference between Wealth Strategy vs Financial Advisor?

AspectWealth StrategyFinancial Advisor
CredentialsCFP, CFA, or similar certificationsCFP, Series 7, Series 66
Work EnvironmentHolistic planning, long-term wealth managementInvestment advice, portfolio management
Employer & IndustryFinancial firms, private banks, consultingBanks, independent firms, brokerages

Wealth Strategy professionals focus on comprehensive, long-term wealth planning, integrating investments, estate, and tax strategies. Financial Advisors primarily provide investment advice and portfolio management. While both roles require similar certifications and often work in overlapping environments, Wealth Strategy emphasizes a holistic approach to wealth, whereas Financial Advisors concentrate on investment products and portfolio growth.

More about Wealth Strategy jobs
What are the most commonly searched types of Wealth Strategy jobs? The most popular types of Wealth Strategy jobs are:
What job categories do people searching Wealth Strategy jobs look for? The top searched job categories for Wealth Strategy jobs are:
Wealth Strategy jobs near you
Infographic showing various Wealth Strategy job openings in the United States as of June 2026, with employment types broken down into 65% Full Time, 32% Part Time, 2% Temporary, and 1% Contract. Highlights an 94% Physical, 3% Hybrid, and 3% 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 - Experienced professionals - job boards

Wayzata, MN • On-site

Other

Posted 2 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

11th of 141 rated banks

Job description

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

What UBS employees say

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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

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