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Wealth Strategy Associate: Custom Portfolios
Job in
Wayzata, Hennepin County, Minnesota, 55391, USA
Listed on 2026-03-05
Listing for:
UBS
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Location: Wayzata
A leading global wealth management firm in Wayzata, MN, is seeking a Senior Wealth Strategy Associate to partner with Financial Advisors. This key role involves developing customized investment strategies, analyzing portfolio performance, and preparing client-focused materials. The ideal candidate needs 3+ years of financial services experience, holds active Series 7 and 66 licenses, and demonstrates strong relationship-building skills. Join a collaborative environment focused on delivering exceptional client service and innovative solutions.
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Position Requirements
10+ Years
work experience
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