Senior Wealth Strategy Associate
UBS United States - Florida Business development, Business management, administration and support, Client advisory / Relationship management, Management and Business Support, Marketing and Communications, Operations
Posted 2026-10-27
About the role
Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Senior 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 • travel, as needed. Periodic client reviews, finals presentations, periodic client presentations beyond quarterly reviews, team development and other business-related travel as needed. This includes both long road travel up to 4-5 hours(within Florida) and flights within the United States.
Listed from UBS's career site, where it was posted on 2026-10-27. The firm's page is the reference for the details and the application.