UBS · United States
Senior 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
- 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
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