Wealth Strategy Associate
| Company | UBS |
|---|---|
| Location | Cape Cod, Massachusetts, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- series 7 and 66 licenses
- ideally 3-5 years of experience in client service, within the finance sector
- bachelor’s degree or equivalent
- 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.