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Wealth Strategy Associate
Job in
Tucson, Pima County, Arizona, 85718, USA
Listed on 2025-12-27
Listing for:
UBS
Full Time
position Listed on 2025-12-27
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
Your Role
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 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 change
- Series 7 and 66 licenses
- Ideally several years of experience in client service within the finance sector
- Associate’s or bachelor’s degree (master’s or equivalent)
- Excellent communicator with top-notch interpersonal skills
- Strong analytical and logical thinking
- Team player
Job Reference: 328754
City: Tucson
Job Type: Full Time
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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