Wealth Strategy Associate — Client & Analytics
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-02-18
Listing for:
UBS
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading international wealth manager in Miami is seeking a Senior Wealth Strategy Associate. This role involves supporting Financial Advisors with operational tasks, developing customized asset allocation strategies, and enhancing client relationship building. The ideal candidate will have Series 7 and 66 licenses, experience in client service within finance, and must be fluent in Spanish. Join a collaborative team dedicated to achieving the financial goals of high net worth clients.
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Position Requirements
10+ Years
work experience
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