Wealth Strategy Associate

UBS • Anchorage, AK

76d

About The Position

We're looking for a Wealth Strategi Associate to assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals. The role involves developing customized asset allocation strategies and investment solutions for clients, providing support for client relationship building and business development activities, performing business analytics as needed to support financial advisors in the growth of the business, and analyzing and interpreting portfolio performance reviews to make recommendations to financial advisors for potential change.

Requirements

• Series 7 and 66 licenses.
• Ideally 5+ years of previous work experience within the financial sector.
• Bachelor's degree or equivalent, CPA designation or JD preferred.
• Methodical and accurate team player with good analytical and numerical skills.
• Excellent communicator, with top-notch interpersonal skills.

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

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