Description

Job Reference #
336465BR

Business Divisions
Global Wealth Management

Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?

We're looking for a Wealth Strategy Associate to:

• 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

Detailed salary information:
• Wayzata: the salary range for this role is $58000 to $65000
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
Wealth Strategy Associate

City
Wayzata

Job Type
Full Time

Country / State
United States - Minnesota

Function Category
Business development, Client advisory / Relationship management

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.

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'll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Wealth Strategy Associate you'll play an important role in the success of our team.

Your expertise
• series 7 and 66 licenses
• ideally 3-5 years of experience
• bachelor's degree or equivalent, focusing on Finance or Business preferred
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody's business)

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 $58000 to $65000 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 #: 336465BR

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