Wealth Strategy Associate

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.