Senior Wealth Strategy Associate

We are looking for a highly motivated, detail-oriented Senior Wealth Strategy Associate to join our team at UBS. Our ideal candidate has a passion for helping clients make decisions about financial planning and has a track record of success in developing strategies that help individuals and families achieve their financial goals.The successful applicant will have at least five years of experience in a related field, such as financial planning, tax planning, or wealth management. They must possess an in-depth knowledge of investments, insurance, tax, estate planning, and retirement planning. Excellent communication and problem-solving skills are required, as well as a customer-focused approach and the ability to work independently. The Senior Wealth Strategy Associate must also be comfortable working with sophisticated clients and a wide range of financial products. If you possess the qualifications and experience we are seeking, and you are eager to join a professional and dynamic team, we look forward to hearing from you.

According to JobzMall, the average salary range for a Senior Wealth Strategy Associate in New York, NY, USA is $130,000 to $170,000. The salary range is based on the experience and qualifications of the individual.

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.