Wealth Strategy Associate — Growth in Private Wealth

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

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.