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UBS · United States

# Wealth Strategy Associate

United States Operations 

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 →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=349592)

[OpenNash Jobs](https://jobs.opennash.com/) / [UBS](https://jobs.opennash.com/companies/ubs/) / Wealth Strategy Associate

## 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

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: United States[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=349592)

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Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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