Senior Wealth Strategy Associate

Are you skilled at developing wealth management strategies? Does financial data excite you? 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. Actively participate with Financial Advisors in proactive client outreach to anticipate impacts on clients’ portfolio. Qualifications Series 7 and 66 licenses. Ideally 3+ years of experience in client service within the finance sector. Bachelor’s or master’s degree (or equivalent) focusing on finance and business administration. Strong analytical skills and deep knowledge of investments. Excellent written and verbal communication skills. Team player with strong interpersonal skills. Job Details Full Time Conshohocken, Pennsylvania EEO Statement UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. #J-18808-Ljbffr UBS