Senior Wealth Strategy Advisor
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
UBS is seeking a Senior Wealth Strategy Associate to support financial advisors in client conversations, providing analytic information and helping to understand client goals. You will develop customized asset allocation strategies and investment solutions while supporting relationship growth and business development.
The role requires Series 7 and 66 licenses, a finance-focused bachelor’s degree, and strong communication, analytical, and multitasking abilities.
This role, Senior Wealth Strategy Advisor at UBS, could be your next career step.
Our organisation is growing, and we are hiring a Senior Wealth Strategy Advisor in Lincoln, NE, United States.
This position is for the Senior Wealth Strategy Advisor role at UBS.
We are seeking a motivated Senior Wealth Strategy Advisor to join UBS in Lincoln, NE, United States.
Consider building your career as a Senior Wealth Strategy Advisor at UBS.
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