UBS · 1 day ago
SWSA
Coral Gables, FL
Full-time
Onsite
New Grad, Entry LevelUBS is a leading global wealth manager and universal bank based in Switzerland. They are seeking a Wealth Strategy Associate to support Financial Advisors in client meetings, develop asset allocation strategies, and perform business analytics to enhance client services.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities
Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings
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
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
Experience in client service, within the finance sector
excellent communicator, with top-notch interpersonal skills
analytical and logical (you can solve problems like nobody's business)
Fluent in Spanish and English
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
Founded in 1998
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
Company data provided by crunchbase