Wealth Strategy Associate

Wealth Strategy Associate

5 days ago — Be among the first 25 applicants.

• 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 business development activities.
• 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 changes.

San Francisco: $70,000 – $85,000. US only salary range is $70,000 – $85,000, based on factors including experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit

• Job type:
  Full Time
• Job reference #: 330665
• City:
  San Francisco

You will be working as part of Private Wealth Management Americas. 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.
• 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

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.