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... looking for a Senior Wealth Strategy Associate to: • perform all tasks related to Client ... We're committed to disability inclusion and if you need reasonable accommodation/adjustments ...

Diversity & Inclusion (US): IFF has been recognized previously in the US on the Disability Equality Index - Best Place to Work for Disability Inclusion * Innovation: Gain exposure to cutting-edge ...

We're committed to disability inclusion and if you need reasonable accommodation/adjustments ... As a Senior Registered Client Associate you'll play an important role in providing exceptional ...

We're committed to disability inclusion and if you need reasonable accommodation/adjustments ... As a Senior Registered Client Associate you will play an important role in working with a ...

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As of Sep 15, 2026, the average yearly pay for senior disability inclusion in the United States is $80,287.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $103,000.00 per year, depending on experience, location, and employer.

What is the difference between Senior Disability Inclusion vs Disability Program Coordinator?

AspectSenior Disability InclusionDisability Program Coordinator
CredentialsRelevant certifications, experience in inclusion strategiesCertifications in disability services or program management
Work EnvironmentStrategic planning, policy development, leadership rolesProgram implementation, coordination, community engagement
Employer & Industry UsageUsed in corporate, government, and nonprofit sectors focusing on inclusionCommon in nonprofit and government disability services
Search & Comparison IntentPeople comparing senior roles in disability inclusionIndividuals seeking entry to mid-level disability program roles

Senior Disability Inclusion roles focus on strategic leadership, policy development, and high-level inclusion initiatives. Disability Program Coordinators handle program implementation, community outreach, and day-to-day operations. While both roles work within the disability sector, Senior Disability Inclusion positions emphasize strategic oversight, whereas Disability Program Coordinators focus on executing programs and services.

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Infographic showing various Senior Disability Inclusion job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, 3% Contract, and 1% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $80,287 per year, or $38.6 per hour.

Senior Wealth Strategy Associate

Saint Petersburg, FL • On-site

UBS
Securities, Commodity Contracts, and Financial Investments • 10K+ employees

Full-time

Re-posted 13 days ago


Key responsibilities

  • assist financial advisors in client conversations by providing analytic information and understanding client goals

  • develop customized asset allocation strategies and investment solutions for clients

  • analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change


UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz


Job description

Key responsibilities
Are you skilled at developing wealth management strategies? Does financial data excite you?
We're looking for a Senior 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
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
Function Category
Business development, Business management, administration and support, Client advisory / Relationship management, Management and Business Support, Marketing and Communications, Research, Sales and trading, Training and development
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.
The 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.
Your skills and experience
• series 7 and 66 licenses
• ideally 3-5 years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on financial services
• 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

What UBS employees say

Pay

Benefits

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH