Wealth Strategy Associate
1 month ago
Are you skilled at developing wealth management strategies? Does financial data excite you?
We're looking for a Wealth Strategy Associate to:
• work with the Team to prepare client proposals, related documents, portfolio reviews, and risk analytics for client meetings
• orchestrate our Team's research needs and efficient methods of filtering research into actionable ideas
• participate in client reviews both in person and on the phone
Your team
You'll be working as part of Align Wealth Partners in our Wayzata, MN office. We help high net worth and ultra high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Wealth Strategy Associate, you'll play an important role providing excellent service to our clients and Financial Advisors.
Your expertise
• series 7 and 66 licenses
• 3-5 years of experience in client service, within the finance sector
• bachelor's degree or equivalent, focusing on Finance or Business preferred
You are:
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody's business)
• team player
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
Disclaimer / Policy Statements
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.
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