Private Wealth Strategy Associate — Client-Focused Planning

UBS; Los Angeles (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

UBS in Los Angeles is seeking a Wealth Strategy Associate to support Financial Advisors in creating customized wealth management strategies and plans for clients. You will analyze client goals, risk tolerance, and financial data to prepare actionable recommendations and materials for meetings.

The role requires active FINRA Series 7 and Series 66 licenses, strong analytical and communication skills, and proficiency with MS Office and wealth planning tools.

Qualifications

• Requires active FINRA Series 7 and Series 66 licenses.
• Experience in wealth management, financial services, investment analysis, or planning.
• Strong analytical, written, and verbal communication skills for client-facing work.
• Proficient with Microsoft Office and wealth management planning tools.

Responsibilities

• Support Financial Advisors in developing customized wealth management strategies and financial plans.
• Analyze client financial information, goals, and risk tolerance to prepare recommendations.
• Prepare client presentations, reports, and planning materials for meetings with clients.
• Assist with analysis, positioning, and marketing of UBS products while maintaining a high level of client service.
• Collaborate with Financial Advisors and team members to deliver a seamless client experience and drive growth.

Skills

Wealth Management

Financial Planning

Investment Analysis

Client Presentations

Relationship Management

MS Office

PowerPoint

FINRA Series 7

FINRA Series 66

Tools

Wealth management tools

Job description

UBS in Los Angeles is seeking a Wealth Strategy Associate to support Financial Advisors in creating customized wealth management strategies and plans for clients. You will analyze client goals, risk tolerance, and financial data to prepare actionable recommendations and materials for meetings.

The role requires active FINRA Series 7 and Series 66 licenses, strong analytical and communication skills, and proficiency with MS Office and wealth planning tools.