Senior Wealth Strategy Associate

Overview

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

• 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

• Job Type: Full Time
• Job Reference #: 339069
• City:
  West Des Moines

You’ll be working with the Hartlieb, Chleborad, and Morris. 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. As a Senior Wealth Strategy Associate, you’ll play an important role in assisting the Financial Advisors in helping the clients meet their financial goals.

• series 7 and 66 licenses
• ideally 3+ years of experience in client service, within the finance sector
• bachelor’s degree or equivalent, focusing on business or finance
• excellent communicator, with top-notch interpersonal skills
• demonstrate problem solving skills as well as analytical and organizational skills
• detail oriented and a proficiency in multi-tasking
• desire to learn about financial markets

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.

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.