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Strategic Wealth Planner | Client & Asset Allocation
Job in
Coral Gables, Miami-Dade County, Florida, 33114, USA
Listed on 2026-08-24
Listing for:
UBS
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
UBS is seeking a Senior Wealth Strategy Associate in Coral Gables to support Financial Advisors with client meetings and business development. You will prepare materials, assist in client discussions with analytics, and help craft customized asset allocation strategies for high-net-worth clients.
The role requires Series 7 and 66 licenses, strong client-service experience, and bilingual ability (Spanish/English).
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