UBS

Wealth Strategy Associate

UBS • $70K — $95K *
Concord, VA 24538In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Series 7 and 66 licenses required for registered CSAs.
  • 3-5 years of client service experience in finance.
  • Strong communication and interpersonal skills.
  • Demonstrates superior analytical and problem-solving abilities.
  • Proven ability to work collaboratively in a team environment.

Responsibilities

  • Assist financial advisors in client conversations with analytical support.
  • Develop tailored asset allocation strategies and investment solutions.
  • Support client relationship building and business development efforts.
  • Perform business analytics to help financial advisors grow their business.
  • Analyze portfolio performance and make recommendations for improvement.

Benefits

  • Opportunities for professional development and growth within the firm.
  • Access to a network of high net worth clients and resources.
  • Work within a supportive and collaborative team environment.
  • Engagement in meaningful client relationships and financial 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
• 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

You'll be working as part of Wealth Management Americas. 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.

Your expertise
• series 7 and 66 licenses (for registered CSAs only)
• ideally 3-5 years of experience in client service, within the finance sector
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody's business)
• team player

How we hire

We may request you to complete one or more assessments during the application process. Learn more

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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