Senior Wealth Strategy Associate

About the role

Your role as a Senior Wealth Strategy Associate is to develop tailored wealth management plans and strategies for the branch team. Key Responsibilities include:

• Client relationship building and business development
• Analyze risks and advantages of investment opportunities for client’s individual financial circumstance and make informed recommendations with acknowledgment and in the presence of Financial Advisor (FA)
• Provide coaching and support to junior team members and contribute to their performance evaluations

Responsibilities

• Develop tailored financial plans for clients
• Create customized asset allocation strategies and investments
• Analyze and interpret portfolio performance reports and make recommendations for change with acknowledgment of Financial Advisor (FA)
• Support business growth through analytics

Requirements

Requirements include:

• Leverage firm platform and develop appropriate financial plans for clients
• Collaborate with the Private Wealth team in the Salt Lake City office
• Have expertise in financial planning and investment analysis
• Be proficient in using AI tools to enhance efficiency

Qualifications

Qualifications include:

• A degree in finance, economics, or a related field
• At least 3 years of relevant experience in wealth management or financial services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills

Skills

Skills required include:

• Proficiency in financial modeling and analysis
• Knowledge of investment products and market trends
• Ability to build and maintain strong client relationships
• Experience with financial planning software

Benefits

Benefits include:

• Competitive compensation package
• Flexible working arrangements
• Professional development opportunities
• Health and wellness programs
• Disability inclusion initiatives

Pay

The pay range for this position is $60,000 - $120,000 annually.

Schedule

The schedule for this role is full-time.

Benefits

Additional benefits include:

• Health insurance
• Retirement savings plan
• Employee assistance program
• Flexible spending accounts
• Life insurance

Contact Information

To learn more about UBS and apply for this position, visit www.ubs.com/careers. If you need reasonable accommodation/adjustments throughout our recruitment process, please contact us.