Senior Wealth Strategy Associate
| Company | UBS |
|---|---|
| Location | Houston, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Active Series 7 and 66 licenses or Series 7, 63 and 65 licenses
- 2-4 years of experience in client service, within the finance sector
- Bachelor’s degree required, focusing on finance
- Excellent communicator, with top-notch interpersonal skills
- Analytical, and logical critical thinking skills
- Team player
- Bilingual-Spanish is a must
Responsibilities
- Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities
- Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings
- 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
- 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
Preferred Qualifications
-
No preferred qualifications provided.