We are seeking a proactive and strategic Wealth Strategy Associate to join our team.

We’re looking for a Wealth Strategy Associate to:

• be a strategic thinker with a proven track record in sales and business development, particularly within financial services
• conduct thorough market research to stay informed about industry trends, competitor activities, and emerging opportunities
• Identify and pursue new business opportunities and potential clients
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• collaborate with clients to develop comprehensive financial strategies, including investment management and asset allocation
• perform business analytics as needed to support financial advisors in the growth of the business

Detailed salary information:
• Seal Beach: the salary range for this role is $55000 to $77000
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.