Senior Wealth Strategy Associate

Job Reference

334399

Wayzata

Full Time

We’re looking for a collaborative, self‑driven professional who loves the capital markets and thrives in a team environment. As a Senior Wealth Strategy Associate, you’ll partner closely with Financial Advisors to design tailored investment solutions, deepen client trust, and support the growth of the practice.

• Develop customized asset allocation strategies and investment solutions that reflect each client’s objectives, constraints, and risk tolerance.
• Analyze and interpret portfolio performance; synthesize research inputs and recommend changes for Financial Advisors to consider.
• Prepare repeatable supporting materials—client‑ready analyses, sample reports, and meeting artifacts for both prospects and existing relationships.
• Perform business analytics (book segmentation, pipeline insights, opportunity identification) to help the team scale impact.
• Contribute as a core team player on ad‑hoc initiatives and operational tasks that keep the practice running smoothly.
• Join client and prospect meetings to gather inputs, present proposals, and help translate insights into action.

• Wayzata: salary range $65,000 – $82,000.
• Based on factors including experience, qualifications, education, location, and skill level. Eligible for discretionary incentive compensation.
• Benefits information available at

You’ll be part of a Financial Advisor team based in Wayzata, Minnesota, serving clients across a range of needs and complexity. You’ll play an important role in client service and business support while collaborating closely with advisors and service associates.

• Active Series 7 and 66 licenses (required).
• Ideally 3+ years in client service within financial services, with a track record of building trust and delivering solutions.
• Excellent communication and interpersonal skills; able to connect the dots and the people.
• True team player who is proactive, organized, and comfortable in a fast‑paced environment.
• Proven problem solver who can translate analysis into clear recommendations.
• Relationship builder who naturally expands networks and enjoys collaborating with colleagues and clients.
• Bachelor’s degree preferred; strong Excel skills are a plus.

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset‑management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do.

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US Only:
The expected salary range for this role is $65,000 – $82,000 based on factors including experience, qualifications, education, location and skill level. Please see “Your role” section for detailed salary information.

At UBS, we know that it’s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first. New challenges, supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey.

And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. 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.