United States - California

Business management, administration and support

Global Wealth Management

Key responsibilities

We're looking for a Wealth Strategy Associate to:

• Support Financial Advisors in developing and implementing customized wealth management strategies and financial plans for clients.
• Analyze client financial information, goals, and risk tolerance to assist in preparing investment and planning recommendations.
• Prepare client presentations, reports, and planning materials to support client meetings and ongoing relationship management.
• Assist with the analysis, positioning, and marketing of UBS products and services while maintaining a high level of client service.
• Partner with Financial Advisors and other team members to deliver a seamless client experience and support business growth initiatives.

Job Reference #

343621BR

City

Los Angeles

Job Type

Full Time

The team

You'll be working in the Private Wealth Management (PWM) team in Century city-Los Angeles

Our team provides comprehensive wealth management services to high-net-worth and ultra-high-net-worth individuals, families, and business owners. We work collaboratively to deliver sophisticated wealth planning, investment management, lending, and legacy planning solutions tailored to each client's unique goals. The team is dedicated to building long-term relationships through exceptional client service, strategic advice, and access to the full capabilities and resources of UBS. Based on an understanding of client needs, goals, and risk tolerance, we develop customized wealth management strategies and solutions designed to help clients achieve their financial objectives.

Your skills and experience

• Has experience in wealth management, financial services, investment analysis, financial planning, or a related field.
• Holds active FINRA Series 7 and Series 66 licenses.
• Demonstrates knowledge of wealth management concepts, including financial planning, portfolio construction, asset allocation, retirement planning, and investment solutions.
• Has experience supporting Financial Advisors in developing customized wealth management strategies and investment recommendations.
• Possesses strong analytical and quantitative skills with the ability to evaluate client financial situations and identify appropriate planning opportunities.
• Has excellent written, verbal, and interpersonal communication skills, with the ability to present complex financial concepts in a clear and concise manner.
• Maintains a high level of attention to detail, organization, and follow-through while managing multiple priorities in a fast-paced environment.
• Is proficient in Microsoft Office applications, including Excel, PowerPoint, Outlook, and wealth management planning tools.
• Demonstrates strong relationship management skills and a commitment to delivering an exceptional client experience.
• Works effectively both independently and collaboratively within a team environment while maintaining the highest standards of professionalism and integrity.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

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

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - California - Los Angeles min USD 85000 - max USD 120000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.