Wealth Strategy Associate

Job Reference #

334665

City

San Diego

Job Type

Full Time

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
• Develop customized asset allocation strategies and investment solutions for clients
• Provide support for client relationship building and onboarding
• Perform business analytics as needed to support financial advisors in the growth of the business
• Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change

Salary:
San Diego: $60,000 to $75,000. Eligible for discretionary incentive compensation. For benefits information, visit

You’ll be working as part of a team in our San Diego offices. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

• Series 7 and 66 licenses
• Ideally 2-3 years of experience in client service, within the finance sector
• Bachelor’s degree or equivalent, focusing on Finance or Economics
• Collaborative in nature with a proactive mindset and willingness to lead
• Excellent communicator, with top‑note interpersonal skills
• Analytical and logical

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.

Want to find out more? Visit

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.