Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Strategy Associate, Client Growth & Analytics

$65k - $85k

UBS Financial Services Inc.

UBS is seeking a Senior Wealth Strategy Associate in Wayzata to develop wealth management strategies and assist financial advisors in client relationships. This full-time role requires strong analytical skills, a finance-related degree, and relevant licenses. The position offers a salary range of $65,000 to $85,000, aligning with experience and qualifications. Join UBS to be part of a collaborative team dedicated to client success and financial goals. #J-18808-Ljbffr UBS

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Strategy Associate, Client Growth & Analytics in Wayzata, MN vacancy
  • $65k - $85k

     ...skilled at developing wealth management strategies? Does financial data excite...  ...financial advisors in client conversations, providing analytic information and aiming...  ...advisors in the growth of the business. Analyze...  ...Wealth Strategy Associate, you’ll play an important... 
    Suggested
    Full time
    Flexible hours

    UBS

    Wayzata, MN
    3 days ago
  • $48.7k - $85k

     ...opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax,...  ..., using CLA's proprietary analytics platform *Enhance CLA's portfolio...  ...collaboration and career growth. We pay competitive wages and... 
    Suggested
    Work at office
    Flexible hours

    CliftonLarsonAllen

    Minneapolis, MN
    1 day ago
  •  ...We are seeking a Senior Associate/early career level...  ...will partner with both client service leads and peers...  ...within a collaborative, growth-oriented firm. We are...  ...independent, 100% employee-owned wealth management firm serving...  ...planning, investment strategy, tax-aware planning,... 
    Suggested
    Work at office

    ASPIRIANT LLC

    Hopkins, MN
    5 days ago
  •  ...Charles Schwab in Edina, Minnesota, is hiring an Associate Wealth Advisor to enhance client relationships while supporting Wealth Advisors. This position emphasizes innovative thought and mentorship within a client-centric approach, helping to transform the finance industry... 
    Suggested

    Charles Schwab

    Edina, MN
    19 hours ago
  •  ...financial services firm in Minneapolis seeks a Wealth Management Associate to develop client relationships and provide tailored financial strategies. The ideal candidate holds a Bachelor's...  ...work schedules, aimed at fostering personal and professional growth. #J-18808-Ljbffr... 
    Suggested
    Flexible hours

    Equitable Advisors LLC

    Minneapolis, MN
    5 days ago
  •  ...Job Title & Location Wealth Management Associate - MN, Minneapolis (5182) (250000...  ...impact in the lives of its clients. Our network of over 4,300...  ...progress tracking Financial Strategy Development : Understand clients...  ...ambition Professional Growth : encouragement to pursue professional... 
    Bi-weekly pay
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors LLC

    Minneapolis, MN
    5 days ago
  •  ...Job Description Wealth Management Associate - MN, Minneapolis (3050) (PIN_20127)...  ...impact in the lives of its clients. Our network of over 4,300...  ...progress tracking. Financial Strategy Development : Understand clients...  ...ambition. Professional Growth : encouragement to pursue professional... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors LLC

    Minneapolis, MN
    5 days ago
  •  ...Placement Services is seeking an Underwriter Associate in Golden Valley, Minnesota. This full-time role includes managing client communications and utilizing Microsoft 365...  ...abilities. A dynamic work environment with growth opportunities awaits you, alongside a competitive... 
    Full time
    Flexible hours

    SeaCoast Underwriters, Inc. is now Risk Placement Services

    Golden Valley, MN
    19 hours ago
  • $70k - $130k

     ...continues to grow! The Senior Associate Wealth Strategist position supports...  ...component of the core client experience at RBC for its high...  ...Bachelor's degree ~ Strong analytical skills and excellent oral and...  ...perspectives is core to our continued growth as one of the largest and... 
    Full time
    Temporary work
    Flexible hours

    Royal Bank of Canada

    Minneapolis, MN
    2 days ago
  •  ...is recruiting a Senior Associate for our Planning Strategy & Research (PS&R)...  ...central hub for Aspiriant’s wealth planning innovation and client experience. This is a...  ...to continuous growth and development of leadership...  ...monitoring Strong analytical capabilities and sound... 
    Work at office

    ASPIRIANT LLC

    Hopkins, MN
    14 days ago
  • Old National Bank is seeking a Private Wealth Advisor to manage client relationships and provide investment guidance. The role requires developing strong client connections, providing tailored financial planning, and fostering new business opportunities. Applicants should... 

    Old National Bank

    Osseo, MN
    1 day ago
  • $60k - $65k

     ...Position: Compensation Associate Reports to:...  ...· Maintain accurate client and compensation records...  ...shared goals · Analytical Thinking – Applies strong...  ...insurance products, wealth accumulation strategies, disability, and...  ...focused on organic growth initiatives to help... 
    Full time
    Work at office
    Flexible hours
    Shift work

    Simplicity Group Holdings

    Minneapolis, MN
    18 days ago
  • $80k - $90k

     ...Associate Financial Planner Flourish Wealth Management is a dynamic and growing...  ...planning, helping clients align their financial...  ...team. This is a growth-oriented role designed...  ...charitable giving strategies, and client-...  ...making. • Strong analytical and problem-solving... 
    Work at office
    2 days per week

    RIA Recruiting

    Edina, MN
    1 day ago
  • $21.5 - $37.5 per hour

     ...Wealth Sales Assistant Old National Bank is looking...  ...enhances the client experience by providing...  ...excellence. Maintains a growth mindset staying current...  ...improve performance. Strategy in action: Breaks down...  ...Education Requirements: Associates or Bachelor's degree... 
    Work experience placement
    Work at office
    Immediate start

    Old National Bank

    Chanhassen, MN
    4 days ago
  •  ...Job Description As a Technology Strategy Senior Associate, you will be part of Grant Thornton’s AI, Data and Technology Practice – all with the...  ...advisory services to address business challenges throughout client technology organizations. Responsibilities Possess a working... 
    Work experience placement
    Work at office
    Local area
    3 days per week

    Grant Thornton International

    Minneapolis, MN
    4 days ago
  • $88k - $132k

     ...a HRIS Oracle Senior Associate – Performance, Journeys...  ...requirements and talent strategies. Troubleshoot...  ...career preferences, and growth frameworks. Support...  ...& support. ~ Strong analytical, problem‑solving, and...  ...every result – for our clients and you. Here, we go beyond... 
    Work experience placement
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton

    Minneapolis, MN
    4 days ago
  •  ...seeking a Litigation Associate with 3–5+ years of experience...  ...offers meaningful client contact, sophisticated...  ...for professional growth. Responsibilities...  ...assist in developing case strategy Manage discovery,...  ...research, writing, and analytical skills Strong interpersonal... 
    Contract work

    Robert Half

    Minneapolis, MN
    8 days ago
  • $215k - $245k

     ...and overall business strategy. The ideal candidate will...  ...regulatory risks associated with new initiatives and...  ...significant experience advising clients on health plan...  ...non-lawyers. Strong analytical, problem-solving, and...  ...experience in a high growth environment. Experience... 
    Work experience placement

    Gravie

    Minneapolis, MN
    4 days ago
  •  ...Description Job Description Choreo is a wealth management firm built on an interconnected...  ...across the country, we are here to serve our clients beyond what is expected. Our Minneapolis, MN office is seeking an Associate to assist clients, wealth advisors, and... 
    Work at office

    Choreo

    Minneapolis, MN
    7 days ago
  • $140k - $170k

     ...activities to align with overall growth and client success goals. This...  ...established objectives, goals, strategies, and measures. This...  ...This is a full time, remote Associate Vice President of Account Development...  ...client relationships, data analytics, market intelligence, and... 
    Full time
    Contract work
    Temporary work
    Work experience placement
    Bank staff
    Local area
    Remote work

    Premise Health

    Minneapolis, MN
    7 days ago
  • $41.71k - $50.5k

     ...leader, assists in conducting client conversations about banking...  ...decisions that align to business strategy, protect assets, and adhere...  ...& team skills - Good. Analytical and problem solving skills -...  ...businesses, and power economic growth around the world. As a member... 
    Contract work
    Part time
    Local area
    Day shift

    Bmo

    Minneapolis, MN
    2 days ago
  • $85k - $100k

    AdvisorSync Specialist (Client Service Administrator for AdvisorSync...  ...Functions: Support the growth and development of AdvisorSync...  ...client meetings on the Cetera Wealth Services (CWS) or AdvisorNet...  ...designations. Seniority level Associate Employment type Full-time... 
    16 hours
    Full time
    Temporary work
    Work at office
    Immediate start
    Work from home

    AdvisorNet Financial

    Minnetonka, MN
    3 days ago
  • $80k - $105k

     ...do business with any client who resides in the USA...  ...strategic, and definitive Associate Financial Advisor to...  ...that offers room for growth and a promising job outlook...  ...situations related to wealth management to help...  ...or alternate related analytical field is required What... 
    Full time
    Start working today
    Work at office

    Foster Klima

    Minneapolis, MN
    4 days ago
  • $50k

     ...bonus About Nordvest Wealth Advisory Nordvest...  ...confidence and clarity for our clients to lead generous and...  ...for the role of Associate Financial...  ...position is integral to the growth and success of our firm...  ...and investment planning strategies. Responsibilities... 
    Work at office

    Northwestern Mutual

    Hopkins, MN
    a month ago
  •  ...located in Eden Prairie, Minnesota, is searching for a Claims Associate – Liability to analyze and process lower-level general liability...  ...supervision, ensure documentation is accurate, and communicate with clients and medical contacts. This role requires a high school diploma... 
    Work at office
    Flexible hours

    Hispanic Alliance for Career Enhancement

    Eden Prairie, MN
    19 hours ago
  • $100k - $130k

     ...Investments you'll find growth and career...  ...classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability...  ...Fixed Income Research Associate. The ideal candidate will...  ...bring strong data and analytical skills and a desire to... 
    Full time
    Part time
    H1b
    Work at office
    Work from home
    Visa sponsorship
    1 day per week

    Ameriprise Financial Services, LLC

    Minneapolis, MN
    1 day ago
  •  ...Underwriting Associate For more than 170 years, The Hanover has...  ...UA teammates Understands strategy, territory appetite and key agent...  ...partners in order to achieve growth and profitability goal...  ...solid business acumen ~ Strong analytical skills ~ Strong organizational... 
    Full time
    Temporary work
    Work from home
    Flexible hours

    Hanover Insurance Group

    Minneapolis, MN
    2 days ago
  • $65k - $75k

     ...Lock Desk Associate Department: Wholesale Group Employment Type...  ...candidate will have strong analytical skills and experience with originations...  ...that contribute to the growth & well-being of the company....  ...of the company, its clients and to follow applicable laws... 
    Full time
    Work at office
    Remote work

    Invictus Capital Partners / Verus Mortgage Capital

    Minneapolis, MN
    9 days ago
  •  ...Description Job Description Our client, a well-regarded and growing...  ..., is seeking a Litigation Associate Attorney (2+ years’...  ...closely with partners on case strategy and client matters Qualifications...  ...legal research, writing, and analytical skills Benefits... 
    Ongoing contract
    Flexible hours

    Robert Half

    Minneapolis, MN
    29 days ago
  • $77k - $202k

     ...providing consulting services focused on customer-related strategies and initiatives. These individuals analyse client needs, develop customer-centric solutions, and...  ...their customer experience and drive business growth. Those in customer experience at PwC will specialise... 
    Full time
    H1b

    PwC

    Minneapolis, MN
    16 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Strategy Associate, Client Growth & Analytics. Be the first to apply!