Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We're looking for a Senior Wealthy Strategy Associate to:
• 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
Your team
Pacific Wealth Group is a leading UBS Private Wealth Management team in Oregon advising ultra-high net worth families, entrepreneurs, and business owners.
We are seeking a highly motivated professional. This position is ideal for candidates who combine strong analytical thinking with excellent communication and execution skills.
Wealth management is a multidisciplinary profession that draws on financial analysis, planning, judgment, and client service. This role offers the opportunity to develop across all of those dimensions in a highly collaborative, high expectations environment.
Your expertise
We're looking for a Relationship Manager whose primary function is to:
• Own, manage and serve as primary contact for key relationships
• Develop and deliver a consistent client review process
• Proactively reach out to clients to stay in front of key life events and identify opportunities
• Build detailed client profiles and contact management process
• Identify opportunities to expand services and deepen client relationships
• Recommend and implement client-focused solutions
Ideal candidates have industry experience and active SIE, Series 7 and 66 licenses.
Must actively pursue and obtain one of the below designations within two years:
• Chartered Financial Analyst® (CFA ® )certification
• Certified Financial Planner ® (CFP ® )certification
• Certified Investment Management Analyst ® (CIMA ® ) certification
• Certified Private Wealth Advisor ® (CPWA ® ) certification
How we hire
We may request you to complete one or more assessments during the application process. Learn more
