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Wealth Strategy Associate - Client Services & Analytics

Job in San Diego, San Diego County, California, 92189, USA
Listing for: UBS
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 70000 USD Yearly USD 60000.00 70000.00 YEAR
Job Description & How to Apply Below
A global wealth management firm in San Diego is seeking a Wealth Strategy Associate to assist financial advisors and clients in achieving financial goals. The role requires developing asset allocation strategies, client onboarding support, and performing business analytics. Ideal candidates will have a Bachelor's degree in Finance or Economics, 2-3 years of client service experience, and must be bilingual in Spanish.

A competitive salary between $60,000 and $70,000 is offered.
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Position Requirements
10+ Years work experience
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