Senior Wealth Strategy Associate

Location
Westlake Village, California
Salary
www.ubs.com
Posted
May 29, 2021
Closes
Jun 28, 2021
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