The key tasks of your job as a Wealth Strategy Associate includes the following:
Your job as a Wealth Strategy Associate is to support your team in the development of 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, with your knowledge of financial analysis and basic principles of investing. In addition, you assist Financial Advisors in client conversations by actively listening to the client needs so that you can assist in the development of wealth management plans that are reviewed and considered by the Financial AdvisorJPMorgan Chase for Financial Advisor Associate in Long Island, NY - Sunnyside. Read more ... ».
You have knowledge of the financial markets and the analysis and reporting of financial data. You are analytic, detail and service oriented. You effectively communicate information and work well with a team. You report directly to the Branch Administrative Manager or Branch Operations Manager.
Wealth Strategy Associate Job Requirements
Our Offering of Wealth Strategy Associate Job
UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.
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We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth. If you are attracted to joining an organization where every individual’s contribution counts and where your talent will impact on our future, please apply for this position. It starts with you.
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