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

We’re looking for a Senior Wealth Strategy Associate to:

• Assist a leading Advisor 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

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Detailed salary information:
• Boston: the salary range for this role is $75000 to $100000
• Wellesley: the salary range for this role is $70000 to $92000
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.