Wealth Strategy Associate

Your role

Are you skilled at developing wealth management strategies? Does financial data excite you?

We’re looking for a Wealth Strategy Associate or Senior Wealth Strategy Associate to assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities by performing the following functions:

• Prepare financial plans for clients and potential clients
• Prepare performance reports for client review meetings
• Prepare investment portfolio proposals for client and potential client meetings
• Research, interpret and monitor investment performance and develop investment recommendations
• Implement investment strategies

Join us

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.

Your team

You’ll be working as part of Private Wealth Management Americas in Midland, Texas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Wealth Strategy Associate, you’ll play an important role in achieving our goals.

Your expertise

• Series 7 and 66 licenses preferred but not required
• Bachelor's degree strongly preferred
• Excellent communicator and interpersonal skills
• Analytical and logical (you like to solve problems)

About us

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 ubs.com/careers.