Strategic Wealth Planner | Client Growth & Asset Allocation

UBS; Coral Gables (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

UBS is seeking a Senior Wealth Strategy Associate in Coral Gables to support Financial Advisors with client meetings and business development. You will prepare materials, assist in client discussions with analytics, and help craft customized asset allocation strategies for high-net-worth clients.

The role requires Series 7 and 66 licenses, strong client-service experience, and bilingual ability (Spanish/English).

Qualifications

• Series 7 and Series 66 licenses required or preferred.
• Experience in client service within the finance sector.
• Strong communication and interpersonal skills.
• Analytical and logical problem-solving abilities.
• Fluent in Spanish and English.
• Bachelor's or master's degree preferred.

Responsibilities

• Assist Financial Advisors with client meetings and support business development.
• Prepare materials and sample reports for client meetings.
• Support client conversations with analytical information and goal understanding.
• Develop customized asset allocation strategies and investment solutions.
• Perform business analytics to support growth of the business.
• Analyze portfolio performance reviews and suggest changes to advisors.

Skills

Series 7

Series 66

Client service

Excellent communicator

Analytical

Bilingual: Spanish & English

Education

Bachelor's or Master's degree

Job description

UBS is seeking a Senior Wealth Strategy Associate in Coral Gables to support Financial Advisors with client meetings and business development. You will prepare materials, assist in client discussions with analytics, and help craft customized asset allocation strategies for high-net-worth clients.

The role requires Series 7 and 66 licenses, strong client-service experience, and bilingual ability (Spanish/English).