Wealth Strategy Associate

UBS•Los Angeles, CA

55d•$85,000 - $120,000•Onsite

About The Position

The Wealth Strategy Associate will support Financial Advisors in developing and implementing customized wealth management strategies and financial plans for clients. This role involves analyzing client financial information, goals, and risk tolerance to prepare investment and planning recommendations. The associate will also prepare client presentations, reports, and planning materials, and assist with the analysis, positioning, and marketing of UBS products and services while maintaining a high level of client service. The position is within the Private Wealth Management (PWM) team in Century City-Los Angeles, which provides comprehensive wealth management services to high-net-worth and ultra-high-net-worth individuals, families, and business owners.

Requirements

Experience in wealth management, financial services, investment analysis, financial planning, or a related field.
Active FINRA Series 7 and Series 66 licenses.
Knowledge of wealth management concepts, including financial planning, portfolio construction, asset allocation, retirement planning, and investment solutions.
Experience supporting Financial Advisors in developing customized wealth management strategies and investment recommendations.
Strong analytical and quantitative skills with the ability to evaluate client financial situations and identify appropriate planning opportunities.
Excellent written, verbal, and interpersonal communication skills, with the ability to present complex financial concepts in a clear and concise manner.
High level of attention to detail, organization, and follow-through while managing multiple priorities in a fast-paced environment.
Proficiency in Microsoft Office applications, including Excel, PowerPoint, Outlook, and wealth management planning tools.
Strong relationship management skills and a commitment to delivering an exceptional client experience.
Ability to work effectively both independently and collaboratively within a team environment while maintaining the highest standards of professionalism and integrity.

Responsibilities

Support Financial Advisors in developing and implementing customized wealth management strategies and financial plans for clients.
Analyze client financial information, goals, and risk tolerance to assist in preparing investment and planning recommendations.
Prepare client presentations, reports, and planning materials to support client meetings and ongoing relationship management.
Assist with the analysis, positioning, and marketing of UBS products and services while maintaining a high level of client service.
Partner with Financial Advisors and other team members to deliver a seamless client experience and support business growth initiatives.