Senior Wealth Strategy Associate

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

Job Type

Full Time

Job Reference #

345428BR

City

Tampa

Key Responsibilities

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

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

• 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
• travel, as needed. Periodic client reviews, finals presentations, periodic client presentations beyond quarterly reviews, team development and other business-related travel as needed. This includes both long road travel up to 4-5 hours(within Florida) and flights within the United States.
• in-office position, with flexibility for remote work (1) once skills demonstrated and aligned to team needs (2) when lead FA is not scheduled in-office (3) when no institutional client reviews are scheduled and (4) when pre-arranged with lead FA.

The team

You’ll be working as part of Wealth Management Americas. We help institutional and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. This is a single-team position, no work will be required for other teams whilst the team associate is working for current team as the Senior Wealth Strategy Associate.

Your Skills And Experience

• series 7 and 66 licenses
• preference on holding either the CIMA® or CFA®
• ideally 5+ years of registered client experience in wealth management, including 2+ years of analytical responsibilities which include portfolio manager research, preparation & evaluation of client performance reporting, client facing capabilities to review client performance or immediate needs as they arise, and the ability to cross-cover administration on clients (journals, distributions, account opening, scheduling, training interns/entry-level team associates, etc.)
• bachelor’s/ master’s degree or equivalent, focusing on business/finance
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody’s business)
• team player

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.

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.