Wealth Strategy Associate

UBS; Henderson (NV); On-site; USD 70,000 - 100,000; Full time

Job summary

UBS in Henderson seeks a Wealth Strategy Associate to support branch team in developing wealth management strategies and marketing efforts. You will assist Financial Advisors with client meetings, prepare materials, and perform analytics to drive growth.

The role emphasizes developing customized asset allocations and investment solutions, while contributing to client seminars and marketing initiatives within Wealth Management Americas.

Qualifications

• SIE/Series 7/66 or 63/65 licenses required
• CFP preferred
• Bachelor's Degree or equivalent work experience
• Strong written and verbal communication
• Independent and proactive with a client-focused mindset

Responsibilities

• Assist Financial Advisors with client meetings and support relationship building
• Prepare supporting materials and sample reports for meetings
• Perform business analytics to support growth
• Drive marketing efforts and client outreach campaigns

Skills

Written communication

Verbal communication

Interpersonal skills

Self-starter / proactive

Client relationship building

Education

SIE, Series 7, Series 66 or 63/65

Job description

Your role

A Wealth Strategy Associate provides support to the branch team in the development of wealth management strategies and marketing efforts.

Key Responsibilities

• Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities
• Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings
• Perform business analytics as needed to support Financial Advisors in the growth of the business
• Drive marketing efforts of the team including activities such as contacting current or potential clients, advertising, preparing and participating in client seminars and other marketing efforts

Key Deliverables

• Leverage firm platform and develop financial plans for clients
• Develop customized asset allocation strategies and investment solutions for clients
• Analyze and interpret portfolio performance reviews and make recommendations to Financial Advisors for potential change
• Develop or customize marketing plans and materials targeted at current and potential clients

Job Type

Full Time

City

Henderson

Your team

You’ll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your expertise

• SIE, Series 7, Series 66 or combined 63 and 65
• CFP preferred
• Bachelor's Degree or equivalent work experience
• Proven written and verbal communication skills
• Independent, motivated, proactive and focused to take action
• Passionate about the client experience, with strong interpersonal skills
• Self-starter who is comfortable managing complex and evolving situations

Equal Employment Opportunity Statement

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.