Wealth Strategy Associate jobs in the United States
Recently Added Wealth Strategy Associate jobs
Wealth Strategy Associate
- UBS
-
Houston, TX
FULL_TIME
-
United States - TexasBusiness management, administration and supportGlobal Wealth Management
Job Reference #
294252BRCity
HoustonJob Type
Full TimeYour role
- assist financial advisors in client conversations,
understand the client’s goals
- develop customized asset allocation strategies and
- provide support for client relationship building and
- perform business analytics as needed to support
- analyze and interpret portfolio performance reviews
potential changeYour team
You’ll be working as a member of Elias Charles Wealth Management team in our Houston, TX office. We help high net worth and ultra high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.Your expertise
- series 7 and 66 licenses
- ideally 2-3 years of experience in client service, within the finance sector
- bachelor's or master`s degree or equivalent, focusing on finance
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- 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
We may request you to complete one or more assessments during the application process. Learn moreJoin 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. - Just Posted
Associate – Strategy and Technology Management Consulting
- Metis Strategy
-
Houston, TX
FULL_TIME
- Interested in advising leading companies on how to stay ahead in the fast-paced digital era?Metis Strategy, a management and strategy consulting firm, focused on the intersection of business and techn...
- 4 Days Ago
Associate Strategy Director - Brand & Entertainment
- Movement Strategy
-
Los Angeles, CA
FULL_TIME
- Associate Director, Strategy Position: Full-Time OVERVIEW Movement Strategy is looking for an Associate Strategy Director to join our team. You will report to the Head of Strategy and work closely wit...
- 5 Days Ago
Associate - Strategy and Technology Management Consultant
- Metis Strategy
-
San Francisco, CA
FULL_TIME
- Interested in advising leading companies on how to stay ahead in the fast-paced digital era?Metis Strategy, a management and strategy consulting firm, focused on the intersection of business and techn...
- 14 Days Ago
Associate – Strategy and Technology Management Consulting
- Metis Strategy
-
Washington, MD
FULL_TIME
- Interested in advising leading companies on how to stay ahead in the fast-paced digital era? Metis Strategy, a management and strategy consulting firm, focused on the intersection of business and tech...
- 1 Month Ago
Associate Wealth Management Advisor
- Royal Wealth Partners
-
Omaha, NE
FULL_TIME
- About the job About Royal Wealth Partners Royal Wealth Partners is a boutique wealth management firm located in the Omaha Metropolitan Area. We provide deep professional advice to clients in 40 states...
- 21 Days Ago
Wealth Strategy Associate jobs at Popular Companies
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- Integrity Management Services, Inc.
-
Columbus, OH
- Full-time Remote Employee (Temp, potential to turn to Perm) Integrity Management Services, Inc. http://www.integritym.co...
- 4/29/2024 12:00:00 AM
Wealth Strategies Associate Attorney
- Shumaker Loop & Kendrick Llp
-
Columbus, OH
- Shumaker, Loop & Kendrick, LLP, an AmLaw 200 firm, is seeking a dynamic, self-motivated associate to join the Wealth Str...
- 4/28/2024 12:00:00 AM
Maintenance Technician II
- Nationwide Energy Partners
-
Columbus, OH
- Team Member Title: Maintenance Technician II Location: Columbus, OH Team: Associations Team Member Description: Full Tim...
- 4/28/2024 12:00:00 AM
Program Manager
- Perficient
-
Columbus, OH
- Job Description Perficient currently has a career opportunity for a Program Manager/Business Solutions Architect. NOTE: ...
- 4/28/2024 12:00:00 AM
Development Associate
- Equity Commercial Real Estate Solutions
-
Columbus, OH
- Equity ECS is a national, full-service commercial real estate firm headquartered in Columbus, OH, with regional offices ...
- 4/27/2024 12:00:00 AM
Regional Director of Admissions RN- Columbus, OH
- Interim HealthCare
-
Columbus, OH
- Candidate will ideally reside in the Central OH or Western PA areas. Hybrid/Remote/20% day travel RN preferred The Regio...
- 4/27/2024 12:00:00 AM
Photography Intern
- AEG
-
Columbus, OH
- In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete ...
- 4/27/2024 12:00:00 AM
2024-2025 High School Paraprofessional (9th-12th Grade)
- KIPP
-
Columbus, OH
- Company Description KIPP, the Knowledge Is Power Program, is a national network of free, open enrollment, college prepar...
- 4/25/2024 12:00:00 AM
Income Estimation for Wealth Strategy Associate jobs
$74,548 to $119,073