Senior Wealth Strategy Associate

UBS • Newport Beach, CA

81d • $70,000 - $92,000

About The Position

We're looking for a Senior Wealth Strategy Associate to assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals. You will 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, and analyze and interpret portfolio performance reviews to make recommendations to financial advisors for potential change.

Requirements

• Series 7 and 66 licenses
• Ideally 5+ years of experience in client service, within the finance sector
• Bachelor's or master's degree, or equivalent, focusing on finance
• Excellent communicator, with top-notch interpersonal skills
• Analytical and logical problem-solving skills
• Team player

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

What This Job Offers

• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees