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Wealth Strategy Associate: Client & Asset Allocation
Job in
Coral Gables, Miami-Dade County, Florida, 33114, USA
Listed on 2026-06-18
Listing for:
UBS
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
UBS is looking for a Senior Wealth Strategy Associate in Coral Gables to assist financial advisors in developing wealth management strategies for clients. This full-time position involves preparing meeting materials, analyzing portfolios, and providing customized investment solutions.
The ideal candidate needs to have Series 7 and 66 licenses, experience in client service, and strong analytical skills. Fluency in Spanish and English is required, making communication with diverse clients essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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