What are the responsibilities and job description for the Senior Wealth Strategy Associate position at UBS?
Job Type
Full Time
Job Reference #
344667BR
City
Cleveland
Key Responsibilities
MML Wealth Management is seeking a motivated and client-focused Senior Wealth Strategy Associate (SWSA) to join our growing practice. The SWSA will work closely with Financial Advisors to deliver comprehensive wealth management solutions, support the financial planning process, and enhance the client experience. This role is ideal for an individual with a strong financial planning and investment background who enjoys working directly with clients, developing sophisticated planning strategies, and building long-term relationships.
You'll be working in the Cleveland Branch with a dynamic and client focused wealth management team. MML Wealth Management is a highly credentialed team offering a thoughtful perspective and proactive approach in assisting clients in meeting their financial goals.
Your Skills And Experience
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.
Salary information
The indicative gross base salary range as a full-time equivalent role:
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.
Full Time
Job Reference #
344667BR
City
Cleveland
Key Responsibilities
MML Wealth Management is seeking a motivated and client-focused Senior Wealth Strategy Associate (SWSA) to join our growing practice. The SWSA will work closely with Financial Advisors to deliver comprehensive wealth management solutions, support the financial planning process, and enhance the client experience. This role is ideal for an individual with a strong financial planning and investment background who enjoys working directly with clients, developing sophisticated planning strategies, and building long-term relationships.
- Prepare and update client financial planning analyses and recommendations.
- Identify planning and investment opportunities and coordinate solutions with Financial Advisors
- Participate in prospect and client meetings alongside Financial Advisors.
- Present planning concepts, recommendations, and follow-up action items.
- Develop trusted relationships with clients and their families.
- Deliver exceptional client service and proactively address client needs.
- Assist with portfolio reviews and investment proposals.
- Conduct investment and market research.
- Support ongoing portfolio monitoring and maintenance.
- Collaborate with advisors on implementing investment recommendations.
- Help identify opportunities to deepen existing client relationships.
You'll be working in the Cleveland Branch with a dynamic and client focused wealth management team. MML Wealth Management is a highly credentialed team offering a thoughtful perspective and proactive approach in assisting clients in meeting their financial goals.
Your Skills And Experience
- Series 7 and Series 66 licenses (active and in good standing).
- Ideally 5 years of experience in wealth management, financial planning, or a related financial services role.
- Experience meeting directly with clients and participating in financial planning discussions.
- Strong knowledge of investments, retirement planning, insurance, and wealth management strategies.
- Excellent communication, presentation, and interpersonal skills.
- Strong organizational skills and attention to detail.
- CFP® certification completed or currently pursuing CFP® designation.
- Experience utilizing financial planning software and planning tools.
- Working knowledge of estate planning and tax-efficient wealth transfer strategies.
- Demonstrated ability to manage multiple priorities in a fast-paced environment.
- Familiarity with AI-enabled applications such as Microsoft Copilot, to improve efficiency, client service, and business operations.
- Interest in emerging technology trends and their application within wealth management and client experience.
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.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - Ohio - Cleveland min USD 75000 - max USD 105000 /annum
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.
Salary : $75,000 - $105,000