Senior Wealth Strategy Associate (DOD SkillBridge Trainee)

About the role

UBS is seeking transitioning service members approved for the DOD SkillBridge program to participate in a training assignment in the Financial Services Industry.

Responsibilities

• 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
• Help with the preparation of reports and other materials for client meetings

Your team

You'll be working as part of a team in our Manhattan Market. 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.

Requirements

• Series 7 and 66 licenses (or required to obtain within 90 days)
• Ideally 5+ years of previous work experience within the financial sector
• Bachelor's degree or equivalent; CPA designation or JD preferred
• Methodical and accurate team player with good analytical and numerical skills
• Excellent communicator with top-notch interpersonal skills

Pay

Indicative gross base salary range: New York, NY — USD $75,000 – $105,000 per annum (full-time equivalent). The expected salary will be determined by relevant factors including experience, qualifications, education, location, and skill level.