Veteran Wealth Strategy Associate (SkillBridge)

UBS; Tampa (FL); On-site; USD 75,000 - 105,000; Full time

Job summary

UBS is seeking transitioning service members to join its SkillBridge training program in the Financial Services Industry. You will assist financial advisors, analyze client goals, and help develop asset allocation strategies.

This role emphasizes preparing reports, supporting client meetings, and contributing to business development. A Series 7/66 license or progression within 90 days is expected; 5+ years in finance preferred; bachelor’s degree; CPA or JD preferred.

Qualifications

• Licenses required or to be obtained within 90 days.
• 5+ years of experience in the financial sector preferred.
• Bachelor's degree or equivalent; CPA or JD preferred.

Responsibilities

• Assist financial advisors in client conversations and gather analytic information.
• Develop customized asset allocation strategies for clients.
• Support client relationship building and business development activities.
• Perform business analytics to support growth.
• Analyze portfolio performance and recommend changes to advisors.

Skills

Series 7/66 licenses

Financial analysis

Report preparation

Excellent communicator

Education

Bachelor's degree

CPA designation or JD preferred

Job description

UBS is seeking transitioning service members to join its SkillBridge training program in the Financial Services Industry. You will assist financial advisors, analyze client goals, and help develop asset allocation strategies.

This role emphasizes preparing reports, supporting client meetings, and contributing to business development. A Series 7/66 license or progression within 90 days is expected; 5+ years in finance preferred; bachelor’s degree; CPA or JD preferred.