Strategy Associate Jobs in Florida
Strategy Associate jobs in Florida are open across Miami, Tampa, and Jacksonville and other Florida metros, with employers like Alvarez & Marsal, DoorDash, and EisnerAmper hiring at every experience level. Find a role that fits below and apply directly.
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Showing 5 of 42+ Strategy Associate jobs
Location: United States - Florida
City: Coral Gables
Job Type: Full Time
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 client/potential client meetings and provide support for client relationship building and business development activities
- Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings
- 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
- 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
Your team
You’ll be working as part of Wealth Management Americas International Division in Coral Gables. We help high net worth and 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 Wealth Strategy Associate, you’ll play an important role in achieving our goals.
You will be the point of contact for client services requests and operational processing for prospects and existing clients of the Financial Advisor.
Your expertise
- Series 7 and 66 licenses
- Experience in client service, within the finance sector
- Excellent communicator, with top-notch interpersonal skills
- Analytical and logical (you can solve problems like nobody’s business)
- Fluent in Spanish and English
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.
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.
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.
Location: United States - Florida
City: Coral Gables
Job Type: Full Time
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 client/potential client meetings and provide support for client relationship building and business development activities
- Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings
- 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
- 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
Your team
You’ll be working as part of Wealth Management Americas International Division in Coral Gables. We help high net worth and 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 Wealth Strategy Associate, you’ll play an important role in achieving our goals.
You will be the point of contact for client services requests and operational processing for prospects and existing clients of the Financial Advisor.
Your expertise
- Series 7 and 66 licenses
- Experience in client service, within the finance sector
- Excellent communicator, with top-notch interpersonal skills
- Analytical and logical (you can solve problems like nobody’s business)
- Fluent in Spanish and English
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.
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.
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.
See All 42 Strategy Associate Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find Strategy Associate JobsStrategy Associate Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Strategy Associate Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
- Alvarez & Marsal7
- DoorDash3
- EisnerAmper2
- Florida International University2
- Holland & Knight2
Top Industries Hiring
- Consulting & Professional Services9
- Investment & Asset Management8
- Accounting & Auditing6
- Technology & Software6
- Education5
What Florida Employers Look For
The qualifications that appear most often in strategy associate jobs across Florida.
- Bachelor's degree in business, economics, finance, or a related quantitative field
- Strong proficiency in Excel financial modeling and PowerPoint storytelling
- Experience conducting structured analysis and synthesizing findings into clear recommendations
- Familiarity with business strategy frameworks such as MECE, Porter's Five Forces, or scenario planning
- Ability to manage multiple workstreams and meet deadlines in a fast-paced environment
- Exposure to SQL, Tableau, or other data visualization tools is increasingly preferred
Strategy Associate Jobs in Florida: Frequently Asked Questions
How many strategy associate jobs are there in Florida?
There are 42+ strategy associate openings in Florida on Migrate Mate as of June 2026, with the most roles in Miami, Tampa, and Jacksonville. New positions post regularly as employers across Florida hire.
Which Florida cities have the most strategy associate jobs?
Miami, Tampa, and Jacksonville have the most strategy associate openings in Florida right now, with additional roles spread across smaller metros statewide.
Which companies hire strategy associates in Florida?
Employers hiring strategy associates in Florida include Alvarez & Marsal, DoorDash, and EisnerAmper, based on current listings on Migrate Mate as of June 2026.
Are there remote strategy associate jobs in Florida?
Yes. About 26% of strategy associate openings tied to Florida are remote or hybrid as of June 2026. The rest are on-site roles based in Florida metros.
How do I apply for strategy associate jobs in Florida?
You can apply to strategy associate jobs in Florida directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Florida location, then apply to each one that fits.
See All 42 Strategy Associate Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find Strategy Associate Jobs