Senior Wealth Strategy Associate
UBS · Cleveland, OH · 2 wk ago
On-siteOTHRFull-time
Job Type: Full Time • Job Reference #: 344667BR • Location: Cleveland
About the role
MML Wealth Management is seeking a motivated and client-focused Senior Wealth Strategy Associate (SWSA) to join our growing practice. The SWSA will work closely with Financial Advisors to deliver comprehensive wealth management solutions, support the financial planning process, and enhance the client experience. This role is ideal for an individual with a strong financial planning and investment background who enjoys working directly with clients, developing sophisticated planning strategies, and building long-term relationships.
The team: You'll be working in the Cleveland Branch with a dynamic and client‑focused wealth management team. MML We