Wealth Strategy Associate

You’ll support the branch team in developing wealth management strategies and driving marketing efforts.

Responsibilities

• Assist Financial Advisors with client and potential client meetings; support client relationship building and business development activities.
• Prepare supporting materials and sample reports for repeated use in client and prospect meetings.
• Perform business analytics to help Financial Advisors grow the business.
• Drive team marketing efforts: contact current or potential clients, create advertising, prepare and participate in client seminars, and other marketing activities.

Key Deliverables

• Leverage the firm platform to develop financial plans for clients.
• Create customized asset allocation strategies and investment solutions.
• Analyze and interpret portfolio performance reviews; recommend potential changes to Financial Advisors.
• Develop or customize marketing plans and materials targeted at current and potential clients.

Requirements

• Active SIE, Series 7, and Series 66 (or combined 63 and 65) licenses.
• High school diploma or equivalent; college degree is a plus.
• Proven written and verbal communication skills.
• Independent, motivated, proactive, and focused to take action.
• Passionate about the client experience with strong interpersonal skills.
• Self-starter comfortable managing complex and evolving situations.

About the team

You’ll be part of Wealth Management Americas, where we help high-net-worth and ultra-high-net-worth individuals and families meet their financial goals through financial advisors who deliver tailored products and services.

About Us

UBS is a leading global wealth manager and Switzerland’s leading universal bank. We provide diversified asset management and focused investment banking capabilities. Headquartered in Zurich, UBS operates in more than 50 markets worldwide. Collaboration is central to our culture, and we use AI to work smarter and more efficiently.