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Wealth Strategy Associate — HNW Advisory

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: UBS
Full Time, Part Time position
Listed on 2026-07-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 75000 - 98000 USD Yearly USD 75000.00 98000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Strategy Associate — HNW Advisory (Flexible)

UBS in Boston is seeking a Wealth Strategy Associate to support high net worth individuals through advisory services. The ideal candidate should have a Bachelor's degree in finance and at least 5 years of client service experience in the finance sector.

This role requires SIE, Series 7, and 66 licenses, along with excellent communication and analytical skills. The salary range for this full-time position is between $75,000 and $98,000 per annum.

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Position Requirements
10+ Years work experience
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