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Wealth Strategy Associate: Elevating Client Outcomes
Job in
West Des Moines, Polk County, Iowa, 50265, USA
Listed on 2026-06-26
Listing for:
UBS
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
UBS is seeking a Senior Wealth Strategy Associate in West Des Moines to assist financial advisors in developing customized investment solutions for high net worth clients. This role involves providing analytic support, understanding client goals, and performing business analytics to aid in client relationship building.
The ideal candidate will have over 3 years of client service experience in finance, a Bachelor's degree or equivalent in business or finance, and must hold Series 7 and 66 licenses.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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