Senior Wealth Strategy Associate - Asset Allocation

UBS; Clayton (MO); On-site; USD 75,000 - 105,000; Full time

Job summary

UBS in Clayton, Missouri seeks a Senior Wealth Strategy Associate to assist financial advisors with analytic information, understand client goals, and build customized asset allocation strategies. The role includes supporting client relationships and business development to help the team grow.

Ideal candidates have Series 7 & 66 licenses, 3+ years in finance client service, and a finance/business degree, with strong analytical and communication skills. Based in St. Louis area, on-site role.

Qualifications

• 3+ years of experience in client service within the finance sector.
• Bachelor's or Master's degree in finance and business administration.

Responsibilities

• Assist financial advisors in client conversations with analytic information and goals.
• Develop customized asset allocation strategies and investment solutions.
• Support client relationship building and business development activities.
• Perform business analytics to support financial advisors in growth.
• Analyze portfolio performance and recommend changes to advisors.
• Engage in proactive client outreach to foresee impacts on client portfolios.

Skills

Series 7 & 66 licenses

Analytical skills

Communication skills

Team player

Interpersonal skills

Education

Bachelor's or Master's in Finance/Business Administration

Job description

UBS in Clayton, Missouri seeks a Senior Wealth Strategy Associate to assist financial advisors with analytic information, understand client goals, and build customized asset allocation strategies. The role includes supporting client relationships and business development to help the team grow.

Ideal candidates have Series 7 & 66 licenses, 3+ years in finance client service, and a finance/business degree, with strong analytical and communication skills. Based in St. Louis area, on-site role.