Senior Wealth Strategy Associate

Your role

Your job as a Senior Wealth Strategy Associate is to develop various wealth management plans and strategies (e.g.,
financial plans, investment plans, etc.). You build tailored plans and strategies based on an understanding of client
needs, goals and risk tolerance by utilizing the tools and resources of the firm and your knowledge of financial
planning, tax and investing strategies, insurance, pension plans, estate plans and cash flow management. You
participate with Financial Advisors in client conversations to gain information needed to develop tailored plans and
present planning recommendations. You prepare financial plans and investment strategies for clients and actively
participate in presenting proposals to clients.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

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'll be working in the Summerlin, Las Vegas, NV location with a team of experienced Advisors and Associates.

Your expertise

You have expertise in financial planning and investment strategies. You are analytic, detail and service oriented. You
effectively communicate information and are a team player.

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

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html