ZipRecruiter

Log In

1

Strategy Associate Ubs Jobs (NOW HIRING)

UBS

Wealth Strategy Associate

San Francisco, CA · On-site

$72K - $85K/yr

Your role We're looking for a Wealth Strategy Associate to: • assist financial advisors in client ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

UBS

Wealth Strategy Associate

Newport Beach, CA · On-site

$65K - $85K/yr

Your role Your role as a Wealth Strategy Associate will support a successful financial advisor team ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

UBS

Senior Wealth Strategy Associate

Wayzata, MN · On-site

$65K - $85K/yr

Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Senior Wealth Strategy Associate, you'll play an important role as part of a highly ...

UBS

Sr Wealth Strategy Associate

Wayzata, MN · On-site

$60K - $75K/yr

Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Sr. Wealth Strategy Associate you'll play an important role in the success of our team. Your ...

UBS

Senior Wealth Strategy Associate

West Des Moines, IA · On-site

Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Senior Wealth Strategy Associate, you'll play an important role in in assisting the Financial ...

UBS

SENIOR WEALTH STRATEGY ASSOCIATE

Florham Park, NJ · On-site

$85K - $115K/yr

Your role We're looking for a Senior Wealth Strategy Associate to: • keep management systems up ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

UBS

Senior Wealth Strategy Associate

New York, NY · On-site

$100K - $140K/yr

... strategies and investment solutions for clients • provide support for client relationship ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

UBS

Senior Wealth Strategy Associate

New York, NY · On-site

$85K - $115K/yr

... strategies and investment solutions for clients • provide support for client relationship ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

UBS

Client Associate

Chicago, IL · On-site

$60K - $70K/yr

... execute strategic initiatives to better service the clients • help with the preparation of ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

UBS

Client Associate

Cincinnati, OH · On-site

Your role UBS Financial Services is looking to hire an Investment Associate to join the portfolio ... and fixed income strategies as a trader and as a member of the investment committee.

next page

Showing results 1-20

All JobsStrategy Associate Ubs Jobs

Strategy Associate Ubs information

See salary details

$32.5K

$93.7K

$148K

How much do strategy associate ubs jobs pay per year?

As of Jun 24, 2026, the average yearly pay for strategy associate ubs in the United States is $93,739.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,000.00 and $125,000.00 per year, depending on experience, location, and employer.
Wealth Strategy Associate

Wealth Strategy Associate

UBS

San Francisco, CA • On-site

$72K - $85K/yr

Full-time

Posted 6 days ago

Job description

Your role
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
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
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 Private 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 expertise
• series 7 and 66 licenses
• ideally 2-3 years of experience in client service, within the finance sector
• bachelor's degree or equivalent, focusing on Finance or Economics
• 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
The indicative gross base salary range as a full-time equivalent role:
• United States - California - San Francisco min USD 72500 - max USD 85000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
UBS Financial Services logo

About UBS Financial Services

Sourced by ZipRecruiter

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Weehawken, NJ, US

View All UBS Financial Services Jobs

Apply