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Wealth Strategy Associate
| Company | UBS |
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| Location | Seal Beach, CA, USA |
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| Salary | $65000 – $85000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s, Master’s |
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| Experience Level | Mid Level |
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Requirements
- series 7 and 66 licenses
- ideally 3+ years of experience in client service, within the finance sector
- bachelor’s or master`s degree or equivalent, focusing on business or finance
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player
Responsibilities
- 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
Preferred Qualifications
No preferred qualifications provided.
