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UBS Financial Services Wealth Strategy Associate in Ponte Vedra, Florida

Wealth Strategy Associate

United States - Florida

Business management, administration and support

Global Wealth Management

Job Reference #:



Ponte Vedra

Job Type:

Full Time

Your role:

Are 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

Your team:

You’ll be working as part of Private Wealth Management. We help 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:

You have:

  • a college degree, preferably in finance or similar study

  • CFA level 1

  • at least 1 year of industry experience

  • at least 1 year of client contact experience

  • Series 7 and 66 licenses, or willingness to obtain these licenses within 6 months

You are:

  • an excellent communicator with strong interpersonal skills

  • detail oriented (nothing gets past you)

  • proficient in the Microsoft Office Suite

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us:

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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.