Your role
A Senior Wealth Strategy Associate provides support to the branch team in the development of wealth management strategies and marketing efforts.
*Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities
*Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings
*Perform business analytics as needed to support Financial Advisors in the growth of the business
*Drive marketing efforts of the team including activities such as contacting current or potential clients, advertising, preparing and participating in client seminars and other marketing efforts
Detailed salary information:
• Red Bank: the salary range for this role is $70000 to $85000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
City
Red Bank
Job Type
Full Time
Country / State
United States - New Jersey
Function Category
Business management, administration and support
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 be working with a team of Financial Advisors in Red Bank, New Jersey
Your expertise
*Leveraging firm platform and develop financial plans for clients
*Developing customized asset allocation strategies and investment solutions for clients
*Analyzing and interpret portfolio performance reviews and make recommendations to Financial Advisors for potential change
*Developing or customizing marketing plans and materials for targeted at current and potential clients
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
US Only: The expected salary range for this role is $70000 to $85000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
