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Senior Wealth Strategy Associate

Job in Tucson, Pima County, Arizona, 85718, USA
Listing for: Quontic Bank
Full Time position
Listed on 2026-05-27
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Analyst, Financial Advisor
Job Description & How to Apply Below

Job Highlights

  • Title:

    Senior Wealth Strategy Associate
  • Type:
    Full Time
  • Experience:

    3 Years
  • Function:
    Business Management
  • Location:

    Tucson, AZ, United States
  • Company: UBS
Company Profile

UBS is the world’s largest global wealth manager. The bank operates through four business divisions:
Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank.

Job Profile

The bank is recruiting a Senior Wealth Strategy Associate who will help high net worth and ultra-high net worth individuals and families meet their financial goals through products and services specifically designed for them. They will play an important role in developing various wealth management plans and strategies.

Education Level
  • Bachelor’s Degree or equivalent
Work Experience
  • At least 3 years of experience in client service within the finance sector
  • Series 7 and 66 licenses
Duties / Responsibilities
  • Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
  • 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
  • Perform business analytics as needed to support financial advisors in the growth of the business
  • Provide support for client relationship-building and business development activities
Skills / Knowledge / Abilities
  • Analytical and logical problem solving
  • Excellent communicator, with strong interpersonal skills
  • Team player
Employer’s Statement

UBS is an Equal Opportunity Employer.

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Position Requirements
10+ Years work experience
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