Wealth Strategy Associate — Client Growth & Analytics

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

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.