Senior Wealth Strategy Associate

Senior Wealth Strategy Associate

Are you skilled at developing wealth management strategies? Does financial data excite you?

• 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.

• Series 7 and 66 licenses (for registered CSAs only)
• CFA designation in progress or obtained.
• Portfolio experience
• Ideally 3+ years of experience in client service, within the finance sector
• Bachelor's or master`s degree or equivalent, focusing on finance.
• Excellent communicator, with top‑not
• Analytical and logical (you can solve problems like nobody’s business)
• Team player.

Job Type: Full Time

Job Reference #: 338579

City:
Atlanta

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. We are committed to disability inclusion and provide reasonable accommodation / adjustments throughout our recruitment process.