Wealth Strategy Advisor — Client Growth & Asset Allocation

UBS; Brea (CA); Presencial; USD 70.000 - 95.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Licenses SIE/Series 7/66

Communication skills

Detail-oriented

MS Office proficiency

Client-service experience

Educación

Bachelor's or Master's in Finance

Herramientas

Microsoft Office Suite

Descripción del empleo

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.