Wealth Strategy Associate

Job Type

Full Time

336703

Walnut Creek

Are you skilled at developing wealth management strategies? Does financial data excite you?

We’re looking for a Wealth Strategy Associate to learn the full scope of our business and ultimately grow into a role that is best suited to their interests and skillset. The role will consist of helping with the following:

• prepare performance reports and other materials for clients
• assist financial advisors in preparing for client conversations
• execute equity and fixed income trades
• assist with investment due diligence

• provide support for client relationship building and business development activities
• plan team marketing events and maintain marketing materials
• perform business analytics as needed to support financial advisors in the growth of the business
• communicate and represent our team brand to ultra-high net worth clients of varying levels of sophistication

• keep management systems up-to-date with client information
• educate clients on account services and capabilities

You’ll be working with a growing 4-person Private Wealth Team based in the Bay Area. 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 1-4 years of experience in client service, within the finance sector
• bachelor's or master`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

The indicative gross base salary range as a full-time equivalent role:

• United States
  - California
  - Walnut Creek min USD 72500 - max USD 85000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit  We may, at our sole discretion, provide additional variable compensation or awards.

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey.

And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.