Wealth Strategy Associate

At UBS, we are looking for an ambitious and knowledgeable Wealth Strategy Associate to join our team and provide clients with comprehensive and holistic wealth guidance. The ideal candidate should have a deep understanding of financial planning, investments, and markets as well as the ability to build relationships with clients and understand their specific needs. If you’re looking for a challenging and rewarding role in a leading financial institution, this is the position for you.The Wealth Strategy Associate will be responsible for providing comprehensive advice to clients on their overall financial plans, investments, and strategies for achieving their financial goals. This individual should possess excellent communication and interpersonal skills and be able to work collaboratively and independently on client projects.The successful candidate should have a Bachelor’s degree in a relevant field, such as finance, economics, accounting, or business, and three to five years of experience in financial planning and wealth management. An advanced degree, such as an MBA or CFA, is preferred. The Wealth Strategy Associate should have strong analytical, problem-solving, and organizational skills, as well as the ability to manage multiple projects and prioritize tasks. Experience with financial planning software and a thorough understanding of financial markets and investments is essential.

According to JobzMall, the average salary range for a Wealth Strategy Associate in Atlanta, GA, USA is $62,000-$97,000. This salary range is based on the data from 8 job postings on the website.

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.