Senior Wealth Strategy Associate

UBS; Palo Alto (CA); On-site; USD 75,000 - 105,000; Full time

Job summary

UBS in Palo Alto seeks a Senior Wealth Strategy Associate to handle client operations, account maintenance, and client questions, with a focus on relationship building.

The role requires Series 7 & 66 or equivalent, 2–3+ years in financial services, a bachelor's degree, and a proactive, detail oriented team player who communicates well.

Qualifications

• Series 7 & 66 required or equivalent.
• 2–3+ years in financial services with leadership among peers.
• Bachelor's degree.
• Proactive, organized, and detail oriented.
• Comfortable sharing opinions in team discussions.
• Team-based mindset and collaborative approach.

Responsibilities

• Perform client operations including account opening and maintenance.
• Assist clients with questions and requests related to accounts.
• Build client relationships and support business development.
• Coach and support junior team members.
• Participate in team projects and meetings.

Skills

Series 7 & 66

2-3+ years experience

Proactive

Organized

Detail oriented

Team player

Comfortable sharing opinions

Education

Bachelor's degree

Job description

Your role

Do you enjoy going above and beyond and ensuring client's needs are met and exceeded?

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

• perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.)
• assist clients with questions and requests related to their accounts
• client relationship building and business development
• provide coaching and support to junior team and contribute to their performance
• participate in team projects and meetings

Job Type

Full Time

Job Reference #

342233BR

City

Palo Alto

Your team

You will be working with one of the Wealth Teams in the bay area. Our focus is to provide world-class advice and service to our clients. Our team culture centers around leadership and support, high performance, and work/life balance. You will be surrounded by great people, challenged, given opportunities, and encouraged to grow.

Your expertise

• series 7 & 66 required or equivalent
• ideally 2-3+ years of experience in the financial services industry and a leader amongst your peers
• bachelor's degree
• proactive and organized
• detail oriented and value accuracy
• comfortable sharing your opinion and participating in team discussions
• you enjoy working with others in a team-based environment

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.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - California - Palo Alto min USD 75000 - max USD 105000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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.