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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

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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