UBS

Wealth Strategy Associate

UBS • $70K — $95K *
Pasadena, CA 91104In-Person
Finance & Insurance
Less than 5 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • Series 7 and 66 licenses (for registered CSAs only)
  • 2-5 years of experience in client service within finance
  • Bachelor's or master's degree (preferred)
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Ability to work collaboratively in a team environment

Responsibilities

  • Assist financial advisors in client conversations with analytical insights
  • Develop customized asset allocation strategies for clients
  • Support client relationship building and business development efforts
  • Perform business analytics to aid financial growth
  • Analyze portfolio performance and recommend changes to advisors

Benefits

  • Opportunity to work with high net worth and ultra-high net worth clients
  • Collaborative team environment in the Pasadena office
  • Focus on developing wealth management strategies
  • Engagement in client-oriented financial solutions
  • Support for professional development and growth
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 a Wealth Management team in the Pasadena office. 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 2-5 years of experience in client service, within the finance sector
• bachelor's or master`s degree (preferred, not required)
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems)
• 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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