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Wealth Strategy Associate — Client & Analytics

Job in Cedar Falls, Black Hawk County, Iowa, 50613, USA
Listing for: UBS
Full Time position
Listed on 2025-12-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Job Description & How to Apply Below
Position: Wealth Strategy Associate — Client Growth & Analytics
A leading global wealth manager in Cedar Falls is seeking a Wealth Strategy Associate to support financial advisors by providing analytic information, developing customized investment solutions, and enhancing client relationships. The ideal candidate will have relevant licenses, several years of experience in client service, and strong analytical skills, along with a bachelor's or master's degree. This role emphasizes collaboration and client-focused strategies.
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Position Requirements
10+ Years work experience
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