UBS

Sr Wealth Strategy Associate

UBS • $90K — $120K *
Wayzata, MN 55391In-Person
Finance & Insurance
5 - 7 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • Series 7 and 66 licenses required
  • Over 5 years of finance sector experience
  • Bachelor's degree in Finance or Business preferred
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Collaborative team player

Responsibilities

  • Assist financial advisors in engaging client conversations
  • Provide analytical support for client relationship development
  • Analyze portfolio performance metrics and make recommendations
  • Support business development activities within the team
  • Ensure strategies align with clients' financial goals

Benefits

  • Work in a process-driven and systematic team
  • Contribute to exceeding client expectations
  • Engage in meaningful client interactions
  • Gain exposure to wealth management strategies
Full Job Description
Your role

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

We're looking for a Wealth Strategy Associate to:
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• provide support for client relationship building and business development activities
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change

Your team

You'll be working as part of Shafer Block Wealth Management in our Wayzata office.

Our team is process driven and systematic in everything we do. We are focused on ensuring that our actions exceed expectations.

As a Sr. Wealth Strategy Associate you'll play an important role in the success of our team.

Your expertise

Your expertise
• series 7 and 66 licenses
• 5+ years of experience in the finance sector
• bachelor's degree focusing on Finance or Business preferred
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody's business)
• team player

About UBS

UBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
Learn more about UBS
Size
71,697 employees
Market Cap
$64.8 billion
Industry
Finance & Insurance
Founded
1854
5 Year Trend
-6.5%
NASDAQ
UBS
* Ladders Estimates

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