Senior Wealth Strategy Associate jobs in United States
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UBS · 1 day ago

Senior Wealth Strategy Associate

positionCalifornia, United States
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$70K/yr - $92K/yr
date5+ years exp

UBS is a leading global wealth manager and universal bank based in Switzerland, seeking a Senior Wealth Strategy Associate. The role involves assisting financial advisors with client interactions, developing customized investment strategies, and performing business analytics to support growth in client relationships.

Asset ManagementBankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Series 7 licenseSeries 66 licenseFinancial analysisClient service experienceBachelor's degree in financeCommunicatorAnalytical skillsInterpersonal skillsTeam player

Required

Series 7 and 66 licenses
Ideally 5+ years of experience in client service, within the finance sector
Bachelor's or master's degree, or equivalent, focusing on finance
Excellent communicator, with top-notch interpersonal skills
Analytical and logical (you can solve problems like nobody's business)
Team player

Company

UBS

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Glassdoor3.9
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UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
dateFounded in 1998
location
Zürich, Zurich, CHE
people-size10001+ employees
web-link
https://www.ubs.com

H1B Sponsorship

UBS has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)

Funding

Current Stage
Public Company
Total Funding
$12.57B
2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B

Leadership Team

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Sergio P. Ermotti
Group Chief Executive Officer
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James Walker
Head CTO for Core Technology & Platforms
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Recent News

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2026-01-08
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2026-01-05
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Tech executive departs UBS to become CEO of N26
2026-01-03
Company data provided by crunchbase