Wealth Strategy Associate

5 days ago Be among the first 25 applicants

Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?

We’re looking for a Wealth Strategy Associate to:

• 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

Job Type
Full Time

City
Johnson City

Your team
You’ll be working as part of Wealth Management Americas. 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.

Your expertise

• Series 7 and 66 licenses (for registered CSAs only)
• Ideally 3-5 years of experience in client service, within the finance sector
• Bachelor's or master’s degree or equivalent, focusing on finance
• Excellent communicator, with top-notch interpersonal skills
• Analytical and logical (you can solve problems like nobody’s business)
• Team player

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.