Veteran Wealth Strategy Associate - SkillBridge Training

UBS; San Diego (CA); On-site; USD 75,000 - 105,000; Full time

Job summary

UBS is offering a SkillBridge training opportunity in the US for transitioning service members into the financial services industry. You will assist financial advisors, help build client relationships, and develop investment solutions while analyzing portfolio performance and preparing client meeting materials.

Join a Manhattan Market team focused on high net worth clients. Candidates should align with the program's 90-day licensing window and demonstrate strong communication and numerical

Qualifications

• Series 7 and 66 licenses, or required to obtain within 90 days.
• Bachelor's degree or equivalent; CPA designation or JD preferred.
• 5+ years of experience in the financial sector.
• Methodical and accurate team player with strong analytical and numerical skills.
• Excellent communicator with strong interpersonal skills.

Responsibilities

• Assist financial advisors in client conversations, providing analytic information and understanding client goals.
• Develop customized asset allocation strategies and investment solutions.
• Support client relationship building and business development activities.
• Perform business analytics to support growth of the business.
• Analyze portfolio performance reviews and make recommendations to advisors.

Skills

Series 7 and 66 licenses

5+ years in financial sector

Analytical and numerical skills

Excellent communication

Report preparation for client meetings

Education

Bachelor's degree or equivalent

CPA designation or JD preferred

Job description

UBS is offering a SkillBridge training opportunity in the US for transitioning service members into the financial services industry. You will assist financial advisors, help build client relationships, and develop investment solutions while analyzing portfolio performance and preparing client meeting materials.

Join a Manhattan Market team focused on high net worth clients. Candidates should align with the program's 90-day licensing window and demonstrate strong communication and numerical