Sr. Wealth Strategy Associate

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

Job summary

UBS in Clayton, Missouri, is seeking a Senior Wealth Strategy Associate to support financial advisors with analytic insights and goal-oriented client conversations. You will help develop customized asset allocation strategies and investment solutions tailored to UHNW clients, while contributing to relationship building and business development efforts.

You will perform business analytics, review portfolio performance, and make informed recommendations.

Qualifications

• 3+ years of experience in client service within the finance sector
• Bachelor's or Master's degree or equivalent in finance/business administration
• Strong analytical skills and deep knowledge of investments
• Excellent written and verbal communication skills
• Team player and strong interpersonal skills

Responsibilities

• Assist financial advisors in client conversations with analytic information and goal understanding.
• Develop customized asset allocation strategies and investment solutions for clients.
• Provide support for client relationship building and business development activities.
• Perform business analytics to support financial advisors in growing the business.
• Analyze and interpret portfolio performance reviews and make recommendations to advisors.
• Actively participate with Financial Advisors in proactive client outreach regarding portfolio impacts.

Skills

Series 7 license

Series 66 license

Client service experience

Finance & business acumen

Strong communication

Team player

Education

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

Job description

Your role

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.
• actively participate with Financial Advisors in proactive client outreach in anticipating impacts on clients’ portfolio.

Job Type

Full Time

Job Reference #

340482BR

City

Clayton

Your team

You’ll be working as part of Wealth Management Americas. We help ultra‑high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Senior Wealth Strategy Associate, you’ll play an important role as part of a highly collaborative team, Private Wealth Management Team – Impact Wealth Consultants based in the St. Louis, MO which is widely recognized for its expertise and is considered one of the most desirable groups to work with in the industry due to its outstanding reputation and sought‑after employment opportunities.

Your expertise

• Series 7 and 66 licenses
• Ideally 3+ years of experience in client service, within the finance sector
• Bachelor's or Master’s degree or equivalent, focusing on finance and business administration.
• Strong analytical skills and deep knowledge of investments
• Excellent written and verbal communication skills
• Team player and strong interpersonal skills.

Salary information

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

• United States - Missouri - Clayton 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.

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.