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UBS Financial Services
UBS Financial Services

60 Ubs Strategy Associate Jobs Hiring Near You

UBS

Sr Wealth Strategy Associate

Wayzata, MN · On-site

$60K - $75K/yr

... financial advisors for potential change Join us At UBS, we know that it's our people, with their ... As a Sr. Wealth Strategy Associate you'll play an important role in the success of our team. Your ...

UBS

Senior Wealth Strategy Associate

Conshohocken, PA · On-site

... in client service, within the finance sector • bachelor's or master`s degree or equivalent ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...

UBS

Senior Wealth Strategy Associate

Coral Gables, FL · On-site

Your expertise • series 7 and 66 licenses • Experience in client service, within the finance ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...

UBS

Senior Wealth Strategy Associate

New York, NY · On-site

$85K - $115K/yr

... Finance, Portfolio and fund management, Quantitative Analysis Join us At UBS, we know that it's our ... and services specifically designed for them. Your expertise • series 7 and 66 licenses (or ...

UBS

Senior Wealth Strategy Associate

New York, NY · On-site

$100K - $140K/yr

... meet their financial goals through financial advisors who deliver products and services ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...

UBS

SENIOR WEALTH STRATEGY ASSOCIATE

Florham Park, NJ · On-site

$85K - $115K/yr

Your expertise Ideally 5+ years of industry experience in client service, within the finance sector ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...

UBS

Client Associate

Chicago, IL · On-site

$75K - $90K/yr

Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Your team You will be working for UBS Financial Services, Inc., specifically UBS' Corporate Cash ...

UBS

Senior Wealth Strategy Associate

Westlake Village, CA · On-site

$90K - $140K/yr

... Strategy Associate to: • build important relationships with those inside the fi rm as well as ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...

New

UBS

First Vice President, Financial Advisor

New York, NY · On-site

$179K - $250K/yr

Your role UBS Financial Services INC is seeking a First Vice President, Financial Advisor in New ... strategies and programs focusing on specific financial, business and product factors. Evaluate ...

UBS

Registered Client Associate

Los Angeles, CA · On-site

$65K - $75K/yr

... financial advisors to provide a high level of service and a seamless client experience. As a ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...

UBS

Registered Client Service Associate

Florham Park, NJ · On-site

$75K - $85K/yr

Your role Are you skilled at developing wealth management strategies? Does financial data excite ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

UBS

Registered Client Associate

San Francisco, CA · On-site

$65K - $85K/yr

Your team You'll be working in the Financial Services team in San Francisco. Your working location ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

UBS

Registered Client Associate

Palo Alto, CA · On-site

$75K - $85K/yr

Your team You'll be working in the Financial Services team in Palo Alto. Your working location will ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

UBS

Registered Client Associate

New York, NY · On-site

$75K - $85K/yr

Your team You'll be working in the Financial Services team in New York. Your working location will ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

UBS

Client Associate

San Francisco, CA · On-site

$65K - $85K/yr

Your team You will be working in the Financial Services team in San Francisco. Your working ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...

UBS

Registered Client Associate

Palo Alto, CA · On-site

$65K - $85K/yr

Your team You will be working in the Financial Services team in California. Your working location ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

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Sr Wealth Strategy Associate

Sr Wealth Strategy Associate

UBS

Wayzata, MN • On-site

$60K - $75K/yr

Full-time

Posted 28 days ago

Job description

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
• provide support for client relationship building and business development activities
• 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 Shafer Block Wealth Management in our Wayzata office.
Our team is process driven and systematic in everything we do. We are focused on ensuring that our actions exceed expectations.
As a Sr. Wealth Strategy Associate you'll play an important role in the success of our team.
Your expertise
Your expertise
• series 7 and 66 licenses
• 5+ years of experience in the finance sector
• bachelor's degree focusing on Finance or Business preferred
• 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 - Minnesota - Wayzata min USD 60000 - max USD 75000 /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.
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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

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