Senior Wealth Strategy Associate; DOD SkillBridge Trainee

City

Dallas, Los Angeles, New York, San Diego, Tampa, Washington

Full Time

335285

Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry? UBS is seeking individuals like you to participate in our Skill Bridge training program. Only transitioning services members approved for DOD Skill Bridge will be considered

• assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the business
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change

You’ll be working as part of a team in our Manhattan Market. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

• series 7 and 66 licenses (or required to obtain within 90 days)
• ideally 5+ years of previous work experience within the financial sector
• bachelor's degree or equivalent, CPA designation or JD preferred
• methodical and accurate team player with good analytical and numerical skills
• help with the preparation of reports and other materials for client meetings
• excellent communicator, with top-notch interpersonal skills

At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services.

Only transitioning armed service members approved for DOD Skill Bridge will be considered. During your Skill Bridge assignment you will continue to be an active service member and shall not be an employee of UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit

The indicative gross base salary range as a full-time equivalent role:

• United States
  - New York
  - New York min USD 75000 - max USD 105000
• United States
  - District of Columbia
  - Washington, D.C. min USD 75000 - max USD 105000
• United States
  - Texas
  - Dallas min USD 75000 - max USD 105000
• United States
  - California
  - Los Angeles min USD 75000 - max USD 105000
• United States
  - California
  - San Diego min USD 75000 - max USD 105000
• United States
  - Florida
  - Tampa min USD 75000 - max USD 105000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit  We may, at our sole discretion, provide additional variable compensation or awards.

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey.

And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.