We’re looking for a Wealth Strategy Associate to:

• execute equity and fixed income trades regularly
• manage structured products and alternative investments processes
• perform investment due diligence, including quarterly calls with key portfolio managers
• assist financial advisors in preparing for client conversations
• prepare performance reports and other materials for clients
• perform business analytics as needed to support financial advisors in the growth of the business
• manage several tasks in a fast-paced environment, while delivering accurate and timely results
• communicate and represent our team brand to ultra-high net worth clients of varying levels of sophistication

Detailed salary information:
• Bethesda: the salary range for this role is $75000 to $110000
• Washington: the salary range for this role is $85000 to $130000
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.