- assist financial advisors in client conversations,
- 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
- series 7 and 66 licenses
- CFP is required
- 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
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Sr. Wealth Strategy Associate
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school psychologist
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Food Lion Greenville, United StatesAddress: USA-NC-Greenville-250 Easy St · Store Code: Store 01674 Front End · Food Lion has been providing an easy, fresh and affordable shopping experience to the communities we serve since 1957. Today, our 82,000 associates serve more than 10 million customers a week across 10 ...
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PT To Go Associate
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Found in: Lensa US 4 C2 - 5 days ago
New York Life Greenville, United StatesNew York Life - · At New York Life Insurance Company, were dedicated to prudent financial management and impeccable service. · Were looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, youll have the opportunity to accelerate yo ...
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Financial Advisor
Found in: Lensa US 4 C2 - 1 day ago
PNC Financial Services Group Greenville, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
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Found in: Lensa US P 2 C2 - 11 hours ago
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Found in: Lensa US 4 C2 - 3 days ago
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Automation Engineer
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Found in: Lensa US 4 C2 - 6 days ago
Thermo Fisher Scientific Greenville, United States**Job Description** · **This position** **requires** **a background working with late phase clinical trials. Please outline this experience in your submittal for consideration.** · **Associate Director, Project Management - (Oversight Function) - Late Phase Trials** · At Thermo F ...
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Hospital Medicine
Found in: Lensa US 4 C2 - 1 day ago
ECU Health Greenville, NC, United StatesECU Health · About ECU Health Medical Center · ECU Health Medical Center, one of four academic medical centers in North Carolina, is the 974-bed flagship hospital for ECU Health and serves as the primary teaching hospital for The Brody School of Medicine at East Carolina Univer ...
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Digital Project Manager
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Sr. Wealth Strategy Associate - Greenville, United States - UBS
Description
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We're looking for a Sr. Wealth Strategy Associate to:
providing analytic information and aiming to
understand the client's goals
investment solutions for clients
business development activities
financial advisors in the growth of the business
and make recommendations to financial advisors for
potential change
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?
Your expertise
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.
