Wealth Strategy Associate - Analytics & Client
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-06-01
Listing for:
UBS
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor, Financial Services
Job Description & How to Apply Below
UBS in Pasadena is seeking a Wealth Strategy Associate to assist financial advisors and develop wealth management strategies. This role requires 2-5 years of client service experience in the finance sector and excellent communication skills.
Key responsibilities include developing asset allocation strategies and analyzing portfolio performance. The salary range for this position is between USD 65,000 and USD 85,000 per year, along with a range of competitive benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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