Description

Job Reference #
330947BR

Business Divisions
Global Wealth Management

Your role
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the business
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change

Detailed salary information:
• Warren, NJ: the salary range for this role is $70000 to $100000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Title
Senior Wealth Strategy Associate

City
Warren

Job Type
Full Time

Country / State
United States - New Jersey

Function Category
Client advisory / Relationship management, Management and Business Support, Portfolio and fund management, Strategy

Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details
UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team
You will be working as part of the Greater NY Metro Market in our Warren office. We help high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your expertise
• series 7 and 66 licenses
• ideally 5+ years of experience in client service and financial planning within the finance sector
• Bachelor's degree or equivalent
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody's business)
• team player

About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire
We may request you to complete one or more assessments during the application process. Learn more

Salary information
US Only: The expected salary range for this role is $70000 to $100000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.



Requisition #: 330947BR

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