Are you skilled at developing wealth management strategies? Does financial data excite you?

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

• collaborate with the Team to prepare financial plans, asset allocation, and portfolio reviews
• research investment management solutions to optimize client portfolios
• participate in client reviews both in person and on the phone

Detailed salary information:
• Wayzata: the salary range for this role is $60000 to $72000
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.

Job Reference #

319729BR

City

Wayzata

Job Type

Full Time

Your team

You’ll be working as part of Wealth Management Americas in our Wayzata, Minnesota 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.

Your expertise

• understanding of performance measurement
• working knowledge of investment and capital markets
• ability to manage multiple tasks and coordinate to meet deadlines; able to switch gears in various high-stress situations
• series 7 and 66 licenses
• At least 5 years of experience in the finance sector

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

Salary information

US Only: The expected salary range for this role is $60000 to $72000 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 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.