Wealth Strategy Analyst — Asset Allocation
Job in
Hartford, Hartford County, Connecticut, 06112, USA
Listed on 2026-03-07
Listing for:
UBS
Full Time
position Listed on 2026-03-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading global wealth manager seeks a Wealth Strategy Associate in Hartford to assist financial advisors in developing wealth management strategies tailored to client goals. The role involves analyzing financial data, making recommendations, and supporting client relationship-building initiatives. Ideal candidates will have series 7 and 66 licenses, along with experience in client service within finance. Strong interpersonal and analytical skills are essential, as well as a collaborative mindset.
Join a supportive team where your contributions will be valued.
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