Wealth Strategy Associate

UBS • Austin, TX

4d

About The Position

The Wealth Strategy Associate works with financial advisors to support wealth management strategies for high net worth and ultra-high net worth individuals and families. The role provides analytical information for client conversations, develops customized asset allocation strategies and investment solutions, supports client relationship building and business development, and analyzes portfolio performance to recommend potential changes to financial advisors. The position is part of UBS’s Wealth Management team in its Austin office.

Requirements

• Series 7 and 66 licenses for registered CSAs only.
• Excellent communication and interpersonal skills.
• Analytical and logical problem-solving ability.
• Ability to work as a team player.

Nice To Haves

• Ideally 2–5 years of client service experience within the finance sector.
• Bachelor’s or master’s degree preferred, but not required.

Responsibilities

• Assist financial advisors in client conversations by providing analytical information and aiming 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 make recommendations to financial advisors about potential changes.

Benefits

• Flexible working options when possible.
• Opportunities to grow.
• A supportive team.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed