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For your reference, we have included the original job posting below.
Wealth Strategy Associate
Job Number:
40066794
Company Name:
UBS
Job Location:
Pittsburgh, PA US
Job Category:
Accounting & Finance
Wealth Strategy Associate
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 list...
