Wealth Strategy Growth Architect

UBS; Henderson (NV); On-site; USD 75,000 - 120,000; Full time

Job summary

UBS in Henderson, NV is seeking a Senior 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, analyze business data, and drive marketing activities to grow the client base.

Ideal candidates possess SIE/Series licenses (or equivalents), strong communication, and a proactive, client-focused mindset.

Qualifications

• SIE, Series 7, Series 66 or combined 63 and 65
• CFP a plus
• 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 who is 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 that can be used repeatedly in client and potential client meetings
• Perform business analytics as needed to support Financial Advisors in the growth of the business
• Drive marketing efforts of the team including activities such as contacting current or potential clients, advertising, preparing and participating in client seminars and other marketing efforts

Skills

SIE

Series 7

Series 66

Series 63/65

CFP

Communication skills

Independent / proactive

Client focus

Self-starter

Education

High school diploma or equivalent

College degree

CFP credential preferred

Job description

UBS in Henderson, NV is seeking a Senior 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, analyze business data, and drive marketing activities to grow the client base.

Ideal candidates possess SIE/Series licenses (or equivalents), strong communication, and a proactive, client-focused mindset.