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Financial Consultant Financial Advisor

Wealth Strategy Analyst

Job in Seal Beach, Orange County, California, 90740, USA
Listing for: UBS
Full Time position
Listed on 2026-03-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
  • Business
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 75000 USD Yearly USD 60000.00 75000.00 YEAR
Job Description & How to Apply Below
A global wealth management firm is seeking a Wealth Strategy Associate in Seal Beach, California. This role involves assisting financial advisors in client interactions, developing personalized asset allocation strategies, and conducting business analytics to enhance client services. Candidates should have Series 7 and 66 licenses and preferably 3+ years in client service within finance. A bachelor's or master's degree in business or finance is required.

Competitive salary ranges from $60,000 to $75,000 annually.
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