Wealth Strategy Associate jobs in United States
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UBS · 17 hours ago

Wealth Strategy Associate

positionWashington, DC
timeFull-time
remoteOnsite
seniorityMid Level
money$85K/yr - $120K/yr
date3+ years exp

UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland. They are seeking a Wealth Strategy Associate to execute trades, manage investment processes, assist financial advisors, and prepare performance reports for ultra-high net worth clients.

Asset ManagementBankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Execute equity and fixed income trades regularly
Manage structured products and alternative investments processes
Perform investment due diligence, including quarterly calls with key portfolio managers
Assist financial advisors in preparing for client conversations
Prepare performance reports and other materials for clients
Perform business analytics as needed to support financial advisors in the growth of the business
Manage several tasks in a fast-paced environment, while delivering accurate and timely results
Communicate and represent our team brand to ultra-high net worth clients of varying levels of sophistication

Qualification

Series 7 licenseSeries 66 licensePortfolio managementClient reportingMarket researchTrading platformsWealth management strategiesAnalytical skillsMicrosoft Office SuiteDetail orientedCommunication skills

Required

series 7 and 66 licenses
3-5 years of experience of client reporting, market research and daily trading
bachelor's degree or equivalent, focused on finance or economics
detail oriented (nothing gets past you)
analytical and logical (you can solve problems like nobody's business)
experience working across trading platforms
skilled at developing wealth management strategies
high proficiency in Microsoft Office Suite

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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2026-01-22
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2026-01-22
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2026-01-22
Company data provided by crunchbase