Senior Wealth Strategy

UBS; Lincoln (NE); On-site; USD 85,000 - 120,000; Full time

Job summary

UBS is seeking a Senior Wealth Strategy Associate to support financial advisors in client conversations, providing analytic information and helping to understand client goals. You will develop customized asset allocation strategies and investment solutions while supporting relationship growth and business development.

The role requires Series 7 and 66 licenses, a finance-focused bachelor’s degree, and strong communication, analytical, and multitasking abilities.

Qualifications

• Series 7 and 66 licenses.
• Ideally 3+ years of experience in client service within the finance sector.
• Bachelor’s degree or equivalent focusing on business or finance.
• Excellent communicator with top-notch interpersonal skills.
• Demonstrate problem solving and analytical and organizational skills.
• Detail oriented with proficiency in multi-tasking.
• Desire to learn about financial markets.

Responsibilities

• Assist financial advisors in client conversations, providing analytic information and understanding client goals.
• Develop customized asset allocation strategies and investment solutions for clients.
• Provide support for client relationship building and business development activities.
• Perform business analytics to support financial advisors in growth.
• Analyze and interpret portfolio performance reviews and recommend changes to advisors.

Skills

Series 7 licenses

Series 66 licenses

client service

finance knowledge

communication skills

problem solving

analytical skills

multi-tasking

Education

Bachelor's degree in business/finance

Job description

Job Type

Full Time

Job Reference #

343141BR

City

Lincoln

Key Responsibilities

Are you skilled at developing wealth management strategies? Does financial data excite you?

We’re looking for a Senior Wealth Strategy Associate to:

• 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

The team

You’ll be working as part of Haney Financial Group. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Senior Wealth Strategy Associate, you’ll play an important role in in assisting the Financial Advisors in helping the clients meet their financial goals.

Your Skills And Experience

• series 7 and 66 licenses
• ideally 3+ years of experience in client service, within the finance sector
• bachelor’s degree or equivalent, focusing on business or finance
• excellent communicator, with top-notch interpersonal skills
• demonstrate problem solving skills as well as analytical and organizational skills
• detail oriented and a proficiency in multi-tasking
• desire to learn about financial markets

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.