Senior Wealth Strategy Associate
- Employer
- UBS Financial Services
- Location
- Westlake Village, California
- Salary
- www.ubs.com
- Closing date
- Jun 28, 2021
View more
- Job Role
- Administration
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Required
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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
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