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Private Wealth Strategy Associate

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: UBS
Full Time position
Listed on 2025-12-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Job Description & How to Apply Below
A global wealth manager is seeking a dedicated professional to assist financial advisors in client engagements in Coral Gables. The role requires excellent analytical and communication skills, along with a strong background in financial analysis. Candidates must possess Series 7 and 66 licenses or be willing to obtain them. This full-time position offers the opportunity to develop tailored investment solutions for ultra-high-net-worth clients and be part of a dynamic team.

Experience in the financial sector is preferred.
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Position Requirements
10+ Years work experience
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