Wealth Strategy Associate

Company: UBS Financial Services
Location: Seal Beach
Posted on: June 1, 2025

Job Description:

http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=327392&frmSiteId=5050Personalize your visit with cookies
We're all about transparency. These are the reasons why our cookies are good for you. Show website with the correct country and language settings Improved experience by showing you relevant information quicker Show you advertising you might be interested in
You can find all the details in our privacy statement and our cookie notice .Skip to main content notifications and messages Loading LoadingWealth Strategy AssociateUnited States - CaliforniaClient advisory / Relationship managementGlobal Wealth ManagementJob Reference #320708BRCitySeal BeachJob TypeFull TimeYour roleAre you skilled at developing wealth management strategies? Does financial data excite you?

We're looking for a Wealth Strategy Associate to:

--- 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

Detailed salary information:
--- Seal Beach: the salary range for this role is $65000 to $85000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .Your teamYou'll be working as part of Wealth Management Americas with the CBM Wealth Management team in the Seal Beach branch of UBS. 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.Your expertise--- 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 business or finance
--- excellent communicator, with top-notch interpersonal skills
--- analytical and logical (you can solve problems like nobody's business)
--- team playerAbout usUBS 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.How we hireWe may request you to complete one or more assessments during the application process. Learn moreSalary informationUS Only: The expected salary range for this role is $65000 to $85000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see -Your role - section for detailed salary information.Join usAt UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.Disclaimer / Policy statementsUBS 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.Wealth Strategy Associate - UBS - Experienced professionals - job boardsEnglish Terms of use Privacy statement Report fraudulent mail Cookies Infinite Talent Privacy Statement Privacy Settings show additional footer links English Terms of use Privacy statement
Report fraudulent mail Cookies Infinite Talent Privacy Statement
Privacy Settings
BackChange language

• Italiano
• Fran--ais
• Deutsch
  #J-18808-Ljbffr

Keywords: UBS Financial Services, Mission Viejo , Wealth Strategy Associate, Other , Seal Beach, California