Senior Wealth Strategy Associate

Responsibilities

• Assist financial advisors in client conversations by providing analytical support and insight into client goals
• Develop customized asset allocation strategies and investment solutions
• Support client relationship building and business development activities
• Perform business analytics to help grow the advisory business
• Analyze portfolio performance reviews and recommend potential changes
• Prepare reports and materials for client meetings

Requirements

• Series 7 and 66 licenses, or ability to obtain within 90 days
• 5+ years of experience in the financial sector
• Bachelor's degree or equivalent
• Knowledge of trusts, estates, LLCs, and partnerships
• Understanding of insurance products, including life, liability, disability, and long-term care
• Strong analytical, numerical, and communication skills
• Methodical, accurate, and collaborative approach to work

Preferred Qualifications

• CPA designation or JD preferred
• Experience with employee stock plans and executive compensation packages
• Familiarity with restricted stock and 10b5-1 plans
• Knowledge of philanthropic and charitable gifting strategies

About the Company

UBS is a leading global wealth manager and universal bank serving clients in more than 50 markets. The firm emphasizes collaboration, inclusion, and helping employees grow while delivering tailored financial solutions.