UBS · 2 weeks ago
Senior Wealth Strategy Associate
Florida, United States
Full-time
Onsite
Senior Level
5+ years expUBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland. The Senior Wealth Strategy Associate will assist financial advisors by providing analytical information, developing customized asset allocation strategies, and supporting client relationship building and business development activities.
Asset ManagementBankingFinancial ServicesWealth Management
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
Required
series 7 and 66 licenses (or required to obtain within 90 days)
ideally 5+ years of previous work experience within the financial sector
bachelor's degree or equivalent
experience or understanding of investment strategies related to various legal entities such as trusts, estates, LLCs, and Partnerships
experience in analysis of account paperwork including but not limited to advisory agreements, letters of authorization, trust and estate documents, and court orders
basic understanding of insurance products: Life, liability, disability, and long-term care
knowledge of strategies related to philanthropic / charitable gifting
methodical and accurate team player with good analytical and numerical skills
help with the preparation of reports and other materials for client meetings
excellent communicator, with top-notch interpersonal skills
Preferred
CPA designation or JD preferred
familiarity and prior experience with employee stock plans including executive compensation packages and handling of restricted stock, for example 10b5-1 plans preferred
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
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 CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
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