Senior Wealth Strategy Associate
| Company | UBS |
|---|---|
| Location | Johnson City, TN, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, Master’s |
| Experience Level | Mid Level, Senior |
Requirements
- series 7 and 66 licenses (for registered CSAs only)
- ideally 3-5 years of experience in client service, within the finance sector
- [bachelor’s or master`s degree] or equivalent, focusing on finance
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player
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
Preferred Qualifications
-
No preferred qualifications provided.