UBS
Overview
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Wealth Strategy Associate
role at
UBS Job Reference #: 320708BR • Job Type: Full Time Your role
Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Wealth Strategy Associate to: 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 Detailed salary information: Seal Beach: the salary range for this role is $65,000 to $85,000. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit UBS benefits page. Your team
You’ll be working as part of Wealth Management Americas with the CBM Wealth Management team in the Seal Beach branch of UBS. 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. Your expertise
series 7 and 66 licenses ideally 3+ years of experience in client service, within the finance sector bachelor's or master’s degree or equivalent, focusing on business or finance excellent communicator, with top-notch interpersonal skills analytical and logical (you can solve problems like nobody’s business) team player About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries. How We Hire
We may request you to complete one or more assessments during the application process. Learn more. Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. Salary Information
US Only: The expected salary range for this role is $65,000 to $85,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see Your role section for detailed salary information.
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Join to apply for the
Wealth Strategy Associate
role at
UBS Job Reference #: 320708BR • Job Type: Full Time Your role
Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Wealth Strategy Associate to: 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 Detailed salary information: Seal Beach: the salary range for this role is $65,000 to $85,000. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit UBS benefits page. Your team
You’ll be working as part of Wealth Management Americas with the CBM Wealth Management team in the Seal Beach branch of UBS. 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. Your expertise
series 7 and 66 licenses ideally 3+ years of experience in client service, within the finance sector bachelor's or master’s degree or equivalent, focusing on business or finance excellent communicator, with top-notch interpersonal skills analytical and logical (you can solve problems like nobody’s business) team player About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries. How We Hire
We may request you to complete one or more assessments during the application process. Learn more. Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. Salary Information
US Only: The expected salary range for this role is $65,000 to $85,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see Your role section for detailed salary information.
#J-18808-Ljbffr