Senior Wealth Strategy Advisor

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

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.