Wealth Strategy Associate

UBS; Johnson City (TN); On-site; USD 55,000 - 85,000; Full time

Job summary

UBS Johnson City seeks a Wealth Strategy Associate to assist financial advisors by translating client goals into analytic insights and tailored investment plans.

You will develop asset allocations, support client relationships and business development, and contribute to analytics that help advisors grow the business.

Qualifications

• Excellent communicator with top-notch interpersonal skills.
• Analytical and logical problem solver.
• Team player with client service experience.
• Bachelor's or master's degree focusing on finance or equivalent.
• Series 7 and 66 licenses (for CSAs only).

Responsibilities

• Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals.
• Develop customized asset allocation strategies and investment solutions for clients.
• Provide support for client relationship building and business development activities.
• Perform business analytics as needed to support financial advisors in growing the business.
• Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change.

Skills

Excellent communicator

Analytical and logical

Team player

Client service experience

Education

Bachelor's or Master's in Finance

Series 7 and 66 licenses

Job description

Your role

Are you skilled at developing wealth management strategies? Does financial data excite you?

We’ll be looking for a Wealth Strategy Associate to:

• assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in growing the business
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change

Job Type

Full Time

Job Reference #

341396BR

City

Johnson City

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

• Series 7 and 66 licenses (for registered CSAs only)
• Ideally 3–5 years of experience in client service, within the finance sector
• Bachelor's or master’s degree (or equivalent), focusing on finance
• Excellent communicator, with top‑notch interpersonal skills
• Analytical and logical (you can solve problems like nobody’s business)
• Team player

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

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.