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Senior Wealth Strategy Associate – Conshohocken, PA – join UBS to develop client‑centric wealth strategies.
Lead client engagements, build asset allocations, and use analytics to drive growth in a collaborative global team.
Title & Location
Title: Senior Wealth Strategy Associate
Location: Conshohocken, United States - Pennsylvania
Description
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Senior Wealth Strategy Associate to:
- • 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.
- • actively participate with Financial Advisors in proactive client outreach in anticipating impacts on clients’ portfolio
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.
Disclaimer / Policy statements
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.
Your team
You will serve as a Senior Wealth Strategy Associate on a client-focused team – The Bradley Group, based in Conshohocken, Pennsylvania. This team of seasoned financial professionals is committed to helping clients, their businesses, and their organizations create meaningful change. The team’s goal is to simplify clients’ financial lives, giving them the clarity and confidence to evaluate their options, make informed decisions, and move forward with purpose.
Your expertise
- • series 7 and 66 licenses
- • ideally 3+ years of experience in client service, within the finance sector
- • bachelor's or master`s degree or equivalent, focusing on finance and business administration.
- • strong analytical skills and deep knowledge of investments
- • excellent written and verbal communication skills
- • team player and strong interpersonal skills.
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 .
How we hire
We may request you to complete one or more assessments during the application process. Learn more