Senior Wealth Strategy Associate

UBS•Cleveland, OH

7d•$75,000 - $105,000•Onsite

About The Position

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.

Requirements

Series 7 and Series 66 licenses (active and in good standing).
Ideally 5 years of experience in wealth management, financial planning, or a related financial services role.
Experience meeting directly with clients and participating in financial planning discussions.
Strong knowledge of investments, retirement planning, insurance, and wealth management strategies.
Excellent communication, presentation, and interpersonal skills.
Strong organizational skills and attention to detail.

Nice To Haves

CFP® certification completed or currently pursuing CFP® designation.
Experience utilizing financial planning software and planning tools.
Working knowledge of estate planning and tax-efficient wealth transfer strategies.
Demonstrated ability to manage multiple priorities in a fast-paced environment.
Familiarity with AI-enabled applications such as Microsoft Copilot, to improve efficiency, client service, and business operations.
Interest in emerging technology trends and their application within wealth management and client experience.

Responsibilities

Prepare and update client financial planning analyses and recommendations.
Identify planning and investment opportunities and coordinate solutions with Financial Advisors
Participate in prospect and client meetings alongside Financial Advisors.
Present planning concepts, recommendations, and follow-up action items.
Develop trusted relationships with clients and their families.
Deliver exceptional client service and proactively address client needs.
Assist with portfolio reviews and investment proposals.
Conduct investment and market research.
Support ongoing portfolio monitoring and maintenance.
Collaborate with advisors on implementing investment recommendations.
Help identify opportunities to deepen existing client relationships.