Senior Wealth Strategy Associate

UBS; Atlanta (GA); On-site; USD 80,000 - 100,000; Full time

Job summary

UBS is looking for a Senior Wealth Strategy Associate in Atlanta. This role involves assisting financial advisors in developing tailored wealth management strategies and client relationship-building. The ideal candidate will have 3+ years of client service experience in the finance sector and possess a degree focusing on finance.

Strong analytical skills, communication abilities, and a collaborative spirit are essential. This is a full-time position requiring Series 7 and 66 licenses for registered CSAs.

Qualifications

• 3+ years of experience in client service within the finance sector.
• CFA designation in progress or obtained.
• Possession of Series 7 and 66 licenses preferred.

Responsibilities

• Assist financial advisors in client conversations with analytic information.
• Develop customized asset allocation strategies for clients.
• Provide support for client relationship building.

Skills

Client service experience

Financial analysis

Communication

Team collaboration

Education

Bachelor's or master's degree in finance

Job description

Senior Wealth Strategy Associate

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

Responsibilities

• 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.

Qualifications

• Series 7 and 66 licenses (for registered CSAs only)
• CFA designation in progress or obtained.
• Portfolio experience
• Ideally 3+ years of experience in client service, within the finance sector
• Bachelor's or master`s degree or equivalent, focusing on finance.
• Excellent communicator, with top‑not
• Analytical and logical (you can solve problems like nobody’s business)
• Team player.

Job Type: Full Time

Job Reference #: 338579BR

City: Atlanta

Equal Opportunity Statement

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. We are committed to disability inclusion and provide reasonable accommodation / adjustments throughout our recruitment process.