Are you passionate about the financial markets, wealth planning, and building client relationships?

We’re looking for a Senior Wealth Strategy Associate to:

• Assist in client conversations, providing analytic information and aiming to understand client’s goals
• Develop customized asset allocation strategies and investment solutions for clients
• Provide support for client relationship building and business development activities
• Help build and present customized financial plans for clients
• Perform business analytics as needed to support financial advisors in the growth of the business
• Analyze and interpret portfolio performance reviews and make recommendations

Job Reference #

318231BR

City

Mt. Laurel

Job Type

Full Time

Your team

You’ll be working as part of one of the top ranked wealth management teams based in Mt. Laurel, NJ. We help high net worth and ultra-high net worth individuals and families meet their financial goals through delivering solutions and services specifically designed for them. As a Senior Wealth Strategy Associate you’ll play an important role in the client experience and helping them achieve their goals. This role is not virtual and expectations are for daily in-person office work.

Your expertise

• Series 7 and 66 licenses (required)
• CFP, CFA, CIMA or other designation (not required but preferred)
• Ideally 5+ years of experience within the wealth management field (or similar field)
• Strong work ethic with the goal of advancement and growth within a team structure
• Excellent communicator, with top-notch interpersonal skills
• Analytical, logical and a 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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At 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 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.