Senior Wealth Strategy Associate: Data-Driven Growth
UBS
UBS is seeking a Wealth Strategy Associate in Wayzata to support financial advisors by providing analytic insights and enhancing client relationships. Responsibilities include assisting in client conversations, analyzing portfolio performance, and recommending changes to boost client satisfaction. The ideal candidate will possess a Bachelor’s degree in Finance or Business, be licensed with series 7 and 66, and bring over 5 years of finance experience. Join a dedicated team that thrives on collaboration and success. #J-18808-Ljbffr UBS
Vacancy posted 1 day ago
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