Your role
Do you enjoy going above and beyond and ensuring client's needs are met and exceeded?
We're looking for a Senior Wealth Strategy Associate to:
• perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.)
• assist clients with questions and requests related to their accounts
• client relationship building and business development
• provide coaching and support to junior team and contribute to their performance
• participate in team projects and meetings
Your team
You will be working with one of the Wealth Teams in the bay area. Our focus is to provide world-class advice and service to our clients. Our team culture centers around leadership and support, high performance, and work/life balance. You will be surrounded by great people, challenged, given opportunities, and encouraged to grow.
Your expertise
• series 7 & 66 required or equivalent
• ideally 2-3+ years of experience in the financial services industry and a leader amongst your peers
• bachelor's degree
• proactive and organized
• detail oriented and value accuracy
• comfortable sharing your opinion and participating in team discussions
• you enjoy working with others in a team-based environment
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - California - Palo Alto min USD 75000 - max USD 105000 /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 ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
