UBS

Wealth Strategy Associate

UBS
555 California St, San Francisco, CA 94104, USA
Full-TimeDepends on ExperienceEntry LevelBachelors
Job Description

We’re looking for a Wealth Strategy Associate to:

  • Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
  • Develop customized asset allocation strategies and investment solutions for clients
  • Provide support for client relationship building and business development activities
  • Perform business analytics as needed to support financial advisors in the growth of the business
  • Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
Where is this job?
This job is located at 555 California St, San Francisco, CA 94104, USA
Job Qualifications

  • Series 7 and 66 licenses (for registered CSAs only)

  • ideally 2+ years of experience in client service, within the finance sector

Required Skills

  • Business Analytics

  • Time Management Skills

  • MS Excel skills

  • Analytical and logical reasoning skills

  • Strategy Implementation

  • Client advisory / Relationship management

Soft Skills

  • Process Improvement

  • Driven and self-motivated

  • Communication Skills

  • Adaptability

  • Problem-solving and resourcefulness

  • Detail oriented and highly organized

  • Multi tasker

Compensation

According to JobzMall, the average salary range for a Wealth Strategy Associate in 555 California St, San Francisco, CA 94104, USA is $90,000 to $150,000 per year. This range is based on the salaries reported by JobzMall users and the salary estimates provided by external sources.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedSeptember 13th, 2021
Apply BeforeMay 22nd, 2025
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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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