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Senior Wealth Strategy & Client Solutions Advisor

UBS Financial Services Inc.

UBS is looking for a Senior Wealthy Strategy Associate in Portland, Oregon. The role involves assisting financial advisors, developing customized asset allocation strategies, and managing client relationships. Ideal candidates should have industry experience and relevant licenses such as SIE, Series 7, and 66, and actively pursue additional certifications like CFA or CFP. UBS offers a collaborative and inclusive work environment focused on employee development and success. #J-18808-Ljbffr UBS

Vacancy posted 2 days ago
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