Wealth Strategy Associate

Your role

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

• 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 growing the business
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change

Full Time

341396

Johnson City

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.

• 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

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.