Sr Wealth Strategy Associate

Overview

Your role

Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Wealth Strategy Associate to:

• assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
• provide support for client relationship building and business development activities
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change

Job Type: Full Time

Job Reference #: 339066

City:
Wayzata

You’ll be working as part of Shafer Block Wealth Management in our Wayzata office. Our team is process driven and systematic in everything we do. We are focused on ensuring that our actions exceed expectations. As a Sr. Wealth Strategy Associate you’ll play an important role in the success of our team.

• series 7 and 66 licenses
• 5+ years of experience in the finance sector
• bachelor's degree focusing on Finance or Business preferred
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody’s business)
• team player

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. Because together, we’re more than ourselves. Want to find out more? Visit

The indicative gross base salary range as a full-time equivalent role:

• United States - Minnesota - Wayzata min USD 60000 - max USD 75000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit  We may, at our sole discretion, provide additional variable compensation or awards.

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, with new challenges, a 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. Because together, we’re more than ourselves.

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.