Senior Wealth Strategy Associate

Job Reference #

332457

Coral Gables

Full Time

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.

You’ll be joining a Private Wealth Management team within Wealth Management Americas (WMA). This streamlined, high-touch team delivers advice-based solutions through a fully integrated suite of products and services tailored to meet the complex needs of ultra-high-net-worth individuals and families.

• Series 7 and 66 licenses (or required to obtain within 90 days).
• Ideally 5+ years of previous work experience within the financial sector.
• Bachelor's degree or equivalent, CPA designation or JD preferred.
• Experience or understanding of investment strategies related to various legal entities such as trusts, estates, LLCs, and Partnerships.
• Experience in analysis of account paperwork including but not limited to advisory agreements, letters of authorization, trust and estate documents, and court orders.
• Familiarity and prior experience with employee stock plans including executive compensation packages and handling of restricted stock, for example 10b5-1 plans preferred.
• Basic understanding of insurance products:
  Life, liability, disability, and long-term care.
• Knowledge of strategies related to philanthropic / charitable gifting.
• Methodical and accurate team player with good analytical and numerical skills.
• Help with the preparation of reports and other materials for client meetings.
• Excellent communicator, with top-notch interpersonal skills.

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

We may request you to complete one or more assessments during the application process. Learn more.

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.

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.