Wealth Strategy Associate
UBS•Sacramento, CA
•$70,000 - $95,000
About The Position
The Wealth Strategy Associate supports financial advisors in serving high-net-worth and ultra-high-net-worth individuals and families. The role provides analytic information for client conversations, helps understand client goals, develops customized asset allocation strategies and investment solutions, and supports client relationship building and business development. The associate also performs business analytics to help grow the business and analyzes portfolio performance reviews, recommending potential changes to financial advisors.
Requirements
- Series 7 and 66 licenses, for registered CSAs only.
- Excellent communication and interpersonal skills.
- Strong analytical and logical problem-solving abilities.
- Ability to work as a team player.
Nice To Haves
- Ideally 3–5 years of experience in client service within the finance sector.
- Bachelor’s or master’s degree, or equivalent.
Responsibilities
- Assist financial advisors in client conversations by providing analytic information and seeking to understand clients’ goals.
- Develop customized asset allocation strategies and investment solutions for clients.
- Support client relationship building and business development activities.
- Perform business analytics as needed to support financial advisors in growing the business.
- Analyze and interpret portfolio performance reviews and recommend potential changes to financial advisors.
Benefits
- Competitive benefits
- Flexible working options when possible
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
