15 Wealth Strategy Associate Jobs in Houston, TX
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UBS is Hiring a Wealth Strategy Associate Near Houston, TX
Job Reference #
City
Job Type
Your role
- assist financial advisors in client conversations,
understand the client’s goals
- develop customized asset allocation strategies and
- provide support for client relationship building and
- perform business analytics as needed to support
- analyze and interpret portfolio performance reviews
potential change
Your team
Your expertise
- series 7 and 66 licenses
- ideally 2-3 years of experience in client service, within the finance sector
- bachelor's or master`s degree or equivalent, focusing on finance
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player
About us
We have a presence in all major financial centers in more than 50 countries.
How we hire
Join us
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
Disclaimer / Policy Statements
Job Summary
Full Time
Securities
$66k-99k (estimate)
10/14/2023
04/30/2024
LONDON
1,000 - 3,000
1986
IAN DAVID MARRIOTT
$50M - $200M
Securities
Related Companies
The job skills required for Wealth Strategy Associate include Wealth Management, Products and Services, Client Service, Client Relationship, Business Development, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Strategy Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Strategy Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Strategy Associate positions, which can be used as a reference in future career path planning. As a Wealth Strategy Associate, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Strategy Associate. You can explore the career advancement for a Wealth Strategy Associate below and select your interested title to get hiring information.
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