Wealth Strategy Associate

UBS; Walnut Creek (CA); On-site; USD 73,000 - 85,000; Full time

Job summary

UBS is seeking a Wealth Strategy Associate in Walnut Creek to learn the full scope of private wealth services and support senior advisors. The role blends investments, business development, and client service to help high net worth clients reach their financial goals.

You'll join a small Bay Area team of four, collaborate across research, trading, and client communications, and develop skills in performance reporting, due diligence, and market analysis.

Qualifications

• Licensed Series 7 and 66 required.
• 1–4 years of client service experience in finance is preferred.
• Bachelor's or Master's in Finance or Economics.
• Excellent communication and interpersonal skills.
• Analytical and logical problem-solving abilities.
• Team-oriented and collaborative mindset.

Responsibilities

• Prepare performance reports and client materials.
• Assist financial advisors in client conversations.
• Execute equity and fixed income trades.
• Assist with investment due diligence.
• Support client relationship building and business development activities.
• Plan team marketing events and maintain marketing materials.
• Educate clients on account services and capabilities.

Skills

Series 7 license

Series 66 license

Excellent communicator

Analytical thinker

Team player

Client service mindset

Education

Bachelor's or Master's in Finance or Economics

Job description

Job Type

Full Time

Job Reference #

336703BR

City

Walnut Creek

Key Responsibilities

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

We’re looking for a Wealth Strategy Associate to learn the full scope of our business and ultimately grow into a role that is best suited to their interests and skillset. The role will consist of helping with the following:

Investments

• prepare performance reports and other materials for clients
• assist financial advisors in preparing for client conversations
• execute equity and fixed income trades
• assist with investment due diligence

Business Development, Marketing & Events

• provide support for client relationship building and business development activities
• plan team marketing events and maintain marketing materials
• perform business analytics as needed to support financial advisors in the growth of the business
• communicate and represent our team brand to ultra-high net worth clients of varying levels of sophistication

Operational & Organizational

• keep management systems up-to-date with client information
• educate clients on account services and capabilities

The team

You’ll be working with a growing 4-person Private Wealth Team based in the Bay Area. 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 Skills And Experience

• series 7 and 66 licenses
• ideally 1-4 years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on Finance or Economics
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody’s business)
• team player

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - California - Walnut Creek min USD 72500 - max USD 85000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

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.