Wealth Strategy Associate - Veteran Transition Program

UBS

New York (NY)

On-site

USD 75,000 - 105,000

Full time

3 days ago

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Job summary

UBS is offering a SkillBridge training assignment in the Financial Services Industry for transitioning US Armed Services members. You will assist financial advisors with client conversations, develop asset allocation strategies, and support client relationship activities to drive business growth.

The role emphasizes analytical reporting, portfolio analysis, and collaboration within a Manhattan Market team serving high net worth clients.

Qualifications

Series 7 and 66 licenses (or require to obtain within 90 days).
Bachelor's degree or equivalent; CPA designation or JD preferred.
Methodical and accurate team player with good analytical and numerical skills.
Help with preparation of reports and other materials for client meetings.
Excellent communicator with top-notch interpersonal skills.

Responsibilities

Assist financial advisors in client conversations, providing analytic information and understanding 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 financial advisors in growth of the business.
Analyze and interpret portfolio performance reviews and make recommendations to advisors.