Wealth Strategy Advisor — Client Growth & Asset Allocation

UBS; Brea (CA); On-site; USD 70,000 - 95,000; Full time

Job summary

UBS in the United States is seeking a Wealth Strategy Associate in Brea, CA to support financial advisors with client conversations, analytics, and goal understanding.

You will develop customized asset allocation strategies, support relationship building and business development, analyze portfolio performance, and provide insights to help advisors grow their practice. Licenses SIE, Series 7 and 66 are required; Mandarin a plus.

Qualifications

• SIE, Series 7 and 66 licenses required.
• 3-5 years of client service experience in finance.
• Bachelor's or Master's degree in finance.
• Excellent communication and interpersonal skills.
• Detail-oriented with high accuracy.
• Proficient in Microsoft Office.
• Mandarin language is a plus.

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 of the business.
• Analyze and interpret portfolio performance reviews and make recommendations to financial advisors.

Skills

Licenses SIE/Series 7/66

Communication skills

Detail-oriented

MS Office proficiency

Client-service experience

Education

Bachelor's or Master's in Finance

Tools

Microsoft Office Suite

Job description

UBS in the United States is seeking a Wealth Strategy Associate in Brea, CA to support financial advisors with client conversations, analytics, and goal understanding.

You will develop customized asset allocation strategies, support relationship building and business development, analyze portfolio performance, and provide insights to help advisors grow their practice. Licenses SIE, Series 7 and 66 are required; Mandarin a plus.