Wealth Strategy Associate — Client Advisory & Portfolio Insights

UBS; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

UBS in Chicago, IL is seeking a Senior Wealth Strategy Associate to support Wealth Management Americas. You will assist financial advisors in client conversations, develop asset allocation strategies, and help grow the business.

The role requires 3–5 years in finance client service, Series 7 and 66 licenses, and a degree in finance or business. Strong analytical and communication skills, plus teamwork, are essential for success.

Qualifications

• Series 7 and 66 licenses are required.
• 3–5 years of client service experience in the finance sector.
• Bachelor's or Master's in Finance and Business Administration.
• Strong analytical skills and deep knowledge of investments.
• Excellent written and verbal communication skills.
• Team-oriented with strong interpersonal skills.

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 to support financial advisors in the growth of the business.
• Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change.
• Actively participate with Financial Advisors in proactive client outreach in anticipating impacts on clients’ portfolio.

Skills

Series 7 & 66 licenses

Client service experience

Analytical skills

Investment knowledge

Written & verbal communication

Team player

Education

Bachelor's or Master’s in Finance / Business Administration

Job description

UBS in Chicago, IL is seeking a Senior Wealth Strategy Associate to support Wealth Management Americas. You will assist financial advisors in client conversations, develop asset allocation strategies, and help grow the business.

The role requires 3–5 years in finance client service, Series 7 and 66 licenses, and a degree in finance or business. Strong analytical and communication skills, plus teamwork, are essential for success.