Wealth Strategy Associate Jobs
Wealth Strategy Associate jobs are open across wealth management firms, banks, insurance companies, and family offices, at every level from entry-level analyst to senior associate, with specializations in financial planning, investment analysis, and estate strategy. Find a role that fits below and apply directly.
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Wealth Strategy Associate
United States - New York
Business management, administration and support
Global Wealth Management
Job Reference #
345779BR
City
New York
Job Type
Full Time
Key responsibilities
We’re looking for a 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
The team
You’ll be working as part of Wealth Management Americas, in the New York International Group branch office in midtown Manhattan. 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 servicing clients.
Your skills and experience
- series 7 and 66 licenses
- ideally 3-5 years of experience in client service, within the finance sector
- bachelor's degree or equivalent, focusing on Finance
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player
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
Salary information
- United States - New York - New York min USD 70000 - max USD 95000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
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.
Wealth Strategy Associate | UBS - Experienced professionals - job boards
Wealth Strategy Associate
United States - New York
Business management, administration and support
Global Wealth Management
Job Reference #
345779BR
City
New York
Job Type
Full Time
Key responsibilities
We’re looking for a 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
The team
You’ll be working as part of Wealth Management Americas, in the New York International Group branch office in midtown Manhattan. 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 servicing clients.
Your skills and experience
- series 7 and 66 licenses
- ideally 3-5 years of experience in client service, within the finance sector
- bachelor's degree or equivalent, focusing on Finance
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player
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
Salary information
- United States - New York - New York min USD 70000 - max USD 95000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
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.
Wealth Strategy Associate | UBS - Experienced professionals - job boards
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Find JobsWealth Strategy Associate Job Market
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Fintech
- Law & Legal Services
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in wealth strategy associate jobs.
- Bachelor's degree in finance, economics, accounting, or a related field
- Experience with financial planning software such as eMoney or MoneyGuidePro
- Series 65 or Series 66 license, or ability to obtain within a defined period
- Proficiency in building financial plans covering retirement, tax, and estate goals
- CFP certification or active enrollment in the CFP certification program
- Strong written and verbal communication skills for client-facing plan delivery
Tips for Your Wealth Strategy Associate Job Search
Tailor your resume to planning workflows
Hiring managers in wealth strategy scan for specific planning workflows, not just credentials. Call out experience with financial plan construction, client needs assessments, and portfolio review cycles rather than listing software names alone.
Lead with your CFP progress on applications
Many wealth strategy associate postings prefer candidates who are CFP-eligible or already enrolled in the certification program. If you're partway through the coursework, say so explicitly in your resume summary and cover letter, not just in a certifications section.
Apply early to roles that fit
Migrate Mate lists wealth strategy associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target firms by their client segment focus
Wealth strategy roles at mass-affluent focused firms differ sharply from ultra-high-net-worth boutiques in day-to-day work and required skills. Read the job description for client minimums and typical planning complexity so your application language mirrors what that firm actually does.
Prepare a sample financial plan summary
Second-round interviews at wealth management firms often include a case study or plan presentation. Prepare a concise, anonymized sample that walks through a client scenario, an asset allocation recommendation, and an estate or tax planning consideration relevant to the firm's niche.
Negotiate your study support and licensing timeline
Many firms sponsor Series 65 or CFP exam fees but only after a probationary period. Ask during the offer stage what the firm covers, when eligibility starts, and whether study time is built into your schedule so you're not negotiating blind after you've already accepted.
Wealth Strategy Associate Jobs: Frequently Asked Questions
Which companies are hiring the most wealth strategy associates?
The companies hiring the most wealth strategy associates right now include UBS, Northern Trust, and JPMorganChase, with the largest share of openings in New York, Illinois, and California, based on current listings on Migrate Mate as of November 2026. Demand is consistent across both national wirehouse firms and independent registered investment advisor practices.
How many wealth strategy associate jobs are remote?
About 58% of wealth strategy associate openings are fully remote or hybrid as of November 2026, reflecting ongoing flexibility across the industry. Financial planning support, plan-building, and analysis tasks tend to be the most remote-compatible, while roles that involve in-person client reviews or business development are more likely to require an office presence.
How do you become a wealth strategy associate?
Start with a bachelor's degree in finance, economics, or accounting, then obtain your Series 65 or Series 66 license, which is required for most client-facing planning roles. Build hands-on experience through internships or entry-level positions at a registered investment advisor, bank, or brokerage. Pursuing the CFP certification significantly strengthens your candidacy as you advance into associate-level planning responsibilities.
Can you get hired as a wealth strategy associate with little experience?
Yes, some firms hire candidates with minimal direct experience, particularly those who have completed a finance degree, passed a relevant securities exam, or finished a formal internship in financial services. Smaller independent advisory firms often provide more structured mentorship to newer associates than larger institutions. Demonstrating familiarity with financial planning software and a clear path toward CFP certification helps offset limited experience.
What does the wealth strategy associate interview process look like?
Most wealth strategy associate interview processes include an initial phone or video screen focused on your background and motivation, followed by one or two rounds covering technical knowledge such as investment concepts, tax basics, and financial planning scenarios. Firms frequently add a case study or plan presentation round where you walk through a hypothetical client situation. References and licensing verification typically occur before an offer is extended.
Where can I find and apply to wealth strategy associate jobs?
You can find and apply to wealth strategy associate jobs on Migrate Mate, which lists current openings from across the United States in one place. Find roles that match your experience, specialization, and preferred location, then apply directly to each listing from the page.
See All 36 Wealth Strategy Associate Jobs
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