Veteran Wealth Strategy Associate

UBS; Washington; On-site; USD 75,000 - 105,000; Full time

Job summary

UBS is seeking transitioning service members for its SkillBridge training program in the Financial Services Industry. You will assist financial advisors in client conversations, develop customized asset allocation strategies, and support client relationship building and business development activities.

You’ll join the Manhattan Market team, working with high net worth clients to deliver tailored investment solutions and client service.

Qualifications

• Series 7 and 66 licenses (or required to obtain within 90 days)
• Ideally 5+ years of previous work experience within the financial sector
• Bachelor's degree or equivalent, CPA designation or JD preferred
• Methodical and accurate team player with good analytical and numerical skills
• Help with the preparation of reports and other materials for client meetings
• Excellent communicator, with top-notch interpersonal skills

Responsibilities

• 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

Skills

Series 7 license

Series 66 license

5+ years financial sector

Bachelor's degree

CPA/JD preferred

Analytical skills

Interpersonal skills

Education

Bachelor's degree or equivalent

CPA or JD preferred

Job description

UBS is seeking transitioning service members for its SkillBridge training program in the Financial Services Industry. You will assist financial advisors in client conversations, develop customized asset allocation strategies, and support client relationship building and business development activities.

You’ll join the Manhattan Market team, working with high net worth clients to deliver tailored investment solutions and client service.