Senior Wealth Strategy Associate
| Company | UBS |
|---|---|
| Location | Boston, MA, USA, Needham, MA, USA |
| Salary | $70000 – $92000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Series 7 and 66 licensed
- CFP Designated
- Ideally 8+ years of experience in client service, within the finance sector
- Bachelor’s degree, Masters preferred
- Excellent communicator, with top-notch interpersonal skills
- Analytical and logical (you can solve problems like nobody’s business)
- Organized, self-starter, who works well under pressure
- Team Player
Responsibilities
- Assist a leading Advisor 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
- Masters preferred