More jobs:
Wealth Strategy Specialist — Asset Allocation & Client
Job in
Kalamazoo, Kalamazoo County, Michigan, 49006, USA
Listed on 2026-02-12
Listing for:
UBS
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading global wealth management firm is seeking a Senior Wealth Strategy Associate in Troy, Michigan. This role involves supporting financial advisors by developing wealth management strategies and providing analytical support. The ideal candidate possesses Series 7 and 66 licenses and has at least 3 years of experience in finance sector client service. Strong interpersonal skills are essential for fostering client relationships and driving business development.
Opportunities for professional growth and a collaborative work environment are included.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×