Veteran Wealth Strategy Associate — Client Growth & Analytics

UBS; Dallas (TX); On-site; USD 75,000 - 105,000; Full time

Job summary

UBS is seeking individuals transitioning from US armed services to join its SkillBridge training program in the Financial Services Industry. The role supports financial advisors with client conversations, asset allocation strategies, and business development.

Based in the Manhattan Market, the program emphasizes analytics, reports preparation, and collaboration with a team serving high net worth clients. Licenses or progress toward Series 7/66 are required or to be obtained within 90 days.

Qualifications

• Bachelor's degree (or equivalent); CPA or JD preferred.
• Series 7 and 66 licenses (or within 90 days).
• 5+ years of experience in the financial sector preferred.
• Strong analytical and numerical skills.

Responsibilities

• Assist financial advisors in client conversations, providing analytic information and understanding client goals.
• 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 growth.
• Analyze portfolio performance reviews and make recommendations to financial advisors.

Skills

Series 7 & 66 licenses

Analytical skills

Strong communication

Team collaboration

Client relationship support

Education

Bachelor's degree or equivalent; CPA or JD preferred

Job description

UBS is seeking individuals transitioning from US armed services to join its SkillBridge training program in the Financial Services Industry. The role supports financial advisors with client conversations, asset allocation strategies, and business development.

Based in the Manhattan Market, the program emphasizes analytics, reports preparation, and collaboration with a team serving high net worth clients. Licenses or progress toward Series 7/66 are required or to be obtained within 90 days.