Wealth Strategy Advisor — Client & Asset Allocation
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
UBS in the United States is seeking a Wealth Strategy Associate in Brea, CA to support financial advisors with client conversations, analytics, and goal understanding.
You will develop customized asset allocation strategies, support relationship building and business development, analyze portfolio performance, and provide insights to help advisors grow their practice. Licenses SIE, Series 7 and 66 are required;
Mandarin a plus.
We are seeking a motivated Wealth Strategy Advisor — Client Growth & Asset Allocation to join UBS in Brea, CA, United States.
We are currently recruiting a Wealth Strategy Advisor — Client Growth & Asset Allocation for our team in Brea, CA, United States.
This is a strong opportunity to take on the Wealth Strategy Advisor — Client Growth & Asset Allocation role at UBS.
As a Wealth Strategy Advisor — Client Growth & Asset Allocation, you will play an important part at UBS in Brea, CA, United States.
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