Wealth Strategy Associate

UBS; Reno (NV); On-site; USD 65,000 - 90,000; Full time

Job summary

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

You will contribute to marketing efforts, develop asset allocation strategies, and analyze portfolio performance to advise advisors. This role is full-time in Reno within Wealth Management Americas.

Qualifications

• SIE, Series 7, Series 66 or combined 63 and 65 licenses.
• High school diploma or equivalent (college degree a plus).
• 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 comfortable managing complex and evolving situations.

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 for client meetings
• Perform business analytics to support Financial Advisors in growth of the business
• Drive marketing efforts including contacting clients, advertising, and supporting client seminars and other marketing efforts
• Leverage firm platform and develop financial plans for clients
• Develop customized asset allocation strategies and investment solutions
• Analyze portfolio performance reviews and make recommendations to Financial Advisors
• Develop or customize marketing plans and materials for targeted clients

Skills

Client relationship building

Communication skills

Independent

Self-starter

Interpersonal skills

Education

SIE, Series 7, Series 66 or 63/65 licenses

High school diploma or equivalent

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 for targeted at current and potential clients

Job Type Full Time

Job Reference # 336904BR

City Reno

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
• High school diploma or equivalent (college degree a plus)
• 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

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