Wealth Strategy Associate: Client Growth & Planning

UBS; Henderson (NV); On-site; USD 70,000 - 100,000; Full time

Job summary

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

The role emphasizes developing customized asset allocations and investment solutions, while contributing to client seminars and marketing initiatives within Wealth Management Americas.

Qualifications

• SIE/Series 7/66 or 63/65 licenses required
• CFP preferred
• Bachelor's Degree or equivalent work experience
• Strong written and verbal communication
• Independent and proactive with a client-focused mindset

Responsibilities

• Assist Financial Advisors with client meetings and support relationship building
• Prepare supporting materials and sample reports for meetings
• Perform business analytics to support growth
• Drive marketing efforts and client outreach campaigns

Skills

Written communication

Verbal communication

Interpersonal skills

Self-starter / proactive

Client relationship building

Education

SIE, Series 7, Series 66 or 63/65

Job description

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

The role emphasizes developing customized asset allocations and investment solutions, while contributing to client seminars and marketing initiatives within Wealth Management Americas.