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Wealth Strategy Associate: Client & Planning
Job in
Henderson, Clark County, Nevada, 89077, USA
Listed on 2026-04-18
Listing for:
UBS
Full Time
position Listed on 2026-04-18
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Henderson is seeking a Wealth Strategy Associate to support Financial Advisors in developing wealth management strategies and marketing initiatives. The ideal candidate will have certifications such as SIE or Series 7, a Bachelor's degree, and proven communication skills. Responsibilities include assisting in client meetings, business analytics, and driving marketing efforts. This full-time role offers the opportunity to work with high net worth clients in a dynamic team environment.
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Position Requirements
10+ Years
work experience
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