Wealth Strategy Associate
UBS•Walnut Creek, CA
•$72,500 - $85,000•Onsite
About The Position
We’re looking for a Wealth Strategy Associate to learn the full scope of our business and ultimately grow into a role that is best suited to their interests and skillset. The role will consist of helping with Investments, Business Development, Marketing & Events, and Operational & Organizational tasks. You’ll be working with a growing 4-person Private Wealth Team based in the Bay Area. 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.
Requirements
- series 7 and 66 licenses
- bachelor's or master`s degree or equivalent, focusing on Finance or Economics
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player
Nice To Haves
- ideally 1-4 years of experience in client service, within the finance sector
Responsibilities
- prepare performance reports and other materials for clients
- assist financial advisors in preparing for client conversations
- execute equity and fixed income trades
- assist with investment due diligence
- provide support for client relationship building and business development activities
- plan team marketing events and maintain marketing materials
- perform business analytics as needed to support financial advisors in the growth of the business
- communicate and represent our team brand to ultra-high net worth clients of varying levels of sophistication
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
Benefits
- competitive benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
