Senior Wealth Strategy Advisor

UBS; Cleveland (OH); On-site; USD 75,000 - 105,000; Full time

Job summary

MML Wealth Management, part of UBS, is seeking a Senior Wealth Strategy Associate in Cleveland to support Financial Advisors with planning, investment coordination, and client relationship building. The role emphasizes sophisticated planning, client interaction, and a proactive approach to wealth solutions.

The candidate should have a strong financial planning background, an ability to present concepts clearly, and a commitment to delivering exceptional service.

Qualifications

• Active Series 7 and Series 66 licenses (in good standing).
• Ideally 5 years of experience in wealth management or related financial services.
• Experience meeting directly with clients and participating in financial planning discussions.

Responsibilities

• Prepare and update client financial planning analyses and recommendations.
• Identify planning and investment opportunities and coordinate solutions with Financial Advisors.
• Participate in prospect and client meetings alongside Financial Advisors.
• Present planning concepts, recommendations, and follow-up action items.
• Develop trusted relationships with clients and their families.
• Deliver exceptional client service and proactively address client needs.
• Assist with portfolio reviews and investment proposals.
• Conduct investment and market research.
• Support ongoing portfolio monitoring and maintenance.
• Collaborate with advisors on implementing investment recommendations.
• Help identify opportunities to deepen existing client relationships.

Skills

Series 7 license

Series 66 license

5 years experience

Client meetings

Investments knowledge

Retirement planning

Insurance knowledge

Wealth management

Communication

Organization

Job description

MML Wealth Management, part of UBS, is seeking a Senior Wealth Strategy Associate in Cleveland to support Financial Advisors with planning, investment coordination, and client relationship building. The role emphasizes sophisticated planning, client interaction, and a proactive approach to wealth solutions.

The candidate should have a strong financial planning background, an ability to present concepts clearly, and a commitment to delivering exceptional service.