experiencedSenior Wealth Strategy Associate
- Sponsorship status
- Unclear
LocationFL|experienced|Salary not published
Last verified Sep 19, 2026
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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 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
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Recent H-1B activity
FY2026: 2 initial approvals
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