Wealth Strategy Associate

UBS • Rockland, MA

385d

About The Position

The Wealth Strategy Associate role at UBS involves supporting corporate retirement plans, charitable foundations, and endowments. The position focuses on providing analytical information to plan sponsors, developing customized asset allocation strategies, and supporting client relationship building and business development activities. The associate will analyze portfolio performance and make recommendations to enhance client investment strategies.

Requirements

• Series 7 and 66 licenses are required.
• Ideally 5 years of experience in client service in the Institutional Consulting niche.
• Bachelor's degree focusing on finance or marketing preferred.
• Excellent communicator with top-notch interpersonal skills.
• Analytical and logical problem-solving skills.
• Team player.

Responsibilities

• Assist plan sponsors and committee members by providing analytical information and problem-solving to help retirement plans run smoothly and effectively.
• Develop customized asset allocation strategies and investment solutions for clients.
• Provide support for client relationship building and business development activities.
• Analyze and interpret portfolio performance reviews and make recommendations to clients for potential changes.

Benefits

• Flexible working arrangements including part-time, job-sharing, and hybrid working options.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree