Wealth Strategy Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

UBS · 21 hours ago

Wealth Strategy Associate

positionCalifornia, United States
timeFull-time
remoteOnsite
seniorityEntry Level
money$55K/yr - $70K/yr
date2+ years exp

UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland. They are seeking a Wealth Strategy Associate to assist financial advisors in client interactions, develop customized asset allocation strategies, and support client relationship building.

Asset ManagementBankingFinancial ServicesWealth Management
check
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 onboarding
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 licenseFinance degreeClient service experienceAnalytical skillsBilingual SpanishInterpersonal skillsCommunication skills

Required

Series 7 and 66 licenses
Ideally 2-3 years of experience in client service, within the finance sector
Bachelor's degree or equivalent, focusing on Finance or Economics
Excellent communicator, with top-notch interpersonal skills
Analytical and logical
Bilingual Spanish required

Company

UBS

twittertwittertwitter
Glassdoor3.9
company-logo
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

leader-logo
Sergio P. Ermotti
Group Chief Executive Officer
linkedin
leader-logo
James Walker
Head CTO for Core Technology & Platforms
linkedin

Recent News

bloomberglaw.com
UBS Compromise Plan Gets Backing of Largest Swiss Party (2)
2026-01-08
TradingView
UBS Draws Around $10 Billion Bids For Additional Tier 1 Sale - Bloomberg News
2026-01-05
Bank Think
Tech executive departs UBS to become CEO of N26
2026-01-03
Company data provided by crunchbase