Senior Wealth Strategy Advisor

UBS; Tampa (FL); Hybrid; USD 100,000 - 150,000; Full time

Job summary

UBS in Tampa, FL seeks a Senior Wealth Strategy Associate to support financial advisors with analytic information, helping understand clients’ goals and develop asset allocations. You will provide investment solutions and assist in client relationship building and business development.

The role involves performing business analytics to aid the growth of the practice and reviewing portfolio performance to make informed recommendations, with periodic travel within the United States and an

Qualifications

• Must have legal Series 7 and Series 66 licenses.
• Prefer candidate with either CIMA or CFA.
• Minimum 5+ years of registered client experience in wealth management with analytical responsibilities.

Responsibilities

• Assist financial advisors in client conversations with analytic information to understand goals.
• Develop customized asset allocation strategies and investment solutions.
• Support client relationship building and business development activities.
• Perform business analytics to support growth of the business.
• Analyze portfolio performance reviews and advise advisors on changes.

Skills

Series 7 license

Series 66 license

CIMA or CFA

Financial analysis

Client relationship

Communication

Team player

Education

Bachelor’s/Master’s degree in business/finance

Job description

UBS in Tampa, FL seeks a Senior Wealth Strategy Associate to support financial advisors with analytic information, helping understand clients’ goals and develop asset allocations. You will provide investment solutions and assist in client relationship building and business development.

The role involves performing business analytics to aid the growth of the practice and reviewing portfolio performance to make informed recommendations, with periodic travel within the United States and an