UBS · United States
Wealth Strategy Associate
Listed on UBS’s official careers site. Listed as of October 20, 2026. Check that it is still open and apply there.
Apply on UBS’s careers site →Job description
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 with client/potential client meetings and provide support for client relationship building and business development activities by performing the following functions:
- Prepare financial plans for clients and potential clients
- Prepare performance reports for client review meetings
- Prepare investment portfolio proposals for client and potential client meetings
- Research, interpret and monitor investment performance and develop investment recommendations
- Implement investment strategies
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