More jobs:
Wealth Strategy Associate - Client & Asset Allocation
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2025-12-08
Listing for:
UBS
Full Time
position Listed on 2025-12-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading global wealth manager in San Francisco is looking for a Wealth Strategy Associate to assist financial advisors, develop customized investment solutions, and support client relationship building. Candidates should have 2-3 years of experience in client service within finance, a Bachelor's degree in Finance or Economics, and Series 7 and 66 licenses.
This role offers a competitive salary range of $70,000 to $85,000.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×