Senior Wealth Strategy Associate

UBS • Dallas, TX

70d

About The Position

We're looking for a Senior Wealth Strategy Associate to assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities. The role involves preparing supporting materials and sample reports that can be used repeatedly in client and potential client meetings, assisting financial advisors in client conversations by providing analytic information and aiming to understand the client's goals. Additionally, you will develop customized asset allocation strategies and investment solutions for clients, 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
• 3-5 years of experience in client service within the finance sector
• Bachelor's degree required, focusing on finance
• Excellent communicator with top-notch interpersonal skills
• Analytical and logical problem-solving skills
• Team player

Responsibilities

• Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities
• Prepare supporting materials and sample reports for client meetings
• Assist financial advisors in client conversations, providing analytic information
• Develop customized asset allocation strategies and investment solutions for clients
• Perform business analytics to support financial advisors
• Analyze and interpret portfolio performance reviews and make recommendations to financial advisors

What This Job Offers

• Job Type: Full-time
• 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