Wealth Strategy Associate: Client-Focused Asset Allocation

UBS; Pasadena (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS in Pasadena is seeking a Wealth Strategy Associate to support financial advisors with analytic insights and client goal understanding. You will help develop customized asset allocation strategies and investment solutions for clients, and assist in relationship-building and business development activities.

You will also perform business analytics to support the growth of the wealth management practice and analyze portfolio performance to make informed recommendations.

Qualifications

• Series 7 and 66 licenses required for registered CSAs.
• 2–5 years of client service experience in finance.
• Bachelor's or master's degree preferred.
• Excellent communication and interpersonal skills.
• Analytical and logical problem-solving abilities.

Responsibilities

• Assist financial advisors in client conversations with analytic information to understand client 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 growth of the wealth management practice.
• Analyze portfolio performance reviews and recommend potential changes to advisors.

Skills

Licensing: Series 7 & 66

Client service experience in finance

Communication skills

Analytical thinking

Team player

Education

Bachelor's or Master's degree (preferred)

Job description

UBS in Pasadena is seeking a Wealth Strategy Associate to support financial advisors with analytic insights and client goal understanding. You will help develop customized asset allocation strategies and investment solutions for clients, and assist in relationship-building and business development activities.

You will also perform business analytics to support the growth of the wealth management practice and analyze portfolio performance to make informed recommendations.