assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals.\n
develop customized asset allocation strategies and investment solutions for clients.\n
provide support for client relationship building and business development activities.\n
perform business analytics as needed to support financial advisors in the growth of the business.\n
analyze and interpret portfolio performance reviews and make rmendations to financial advisors for potential change.\n
actively participate with Financial Advisors in proactive client outreach in anticipating impacts on clients' portfolio\nYour team\nYou will serve as a Senior Wealth Strategy Associate on a client-focused team - The Bradley Group, based in Conshohocken, Pennsylvania.

This team of seasoned financial professionals ismitted to helping clients, their businesses, and theiranizations create meaningful change. The team's goal is to simplify clients' financial lives, giving them the clarity and confidence to evaluate their options, make informed decisions, and move forward with purpose.\nYour expertise\n

series 7 and 66 licenses\n
ideally 3+ years of experience in client service, within the finance sector\n
bachelor's or master`s degree or equivalent, focusing on finance and business administration.\n
strong analytical skills and deep knowledge of investments\n
excellent written and verbalmunication skills\n
team player and strong interpersonal skills.

\nAbout us\nUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.\nWe know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs/careers.\nHow we hire\nWe may request you toplete one or more assessments during the application process. Learn more\nJoin us\nAt UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wver they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.\nWe'remitted to disability inclusion and if you need reasonable amodation/adjustments throughout our recruitment process, you can always contact us.\nDisclaimer / Policy statements\nUBS is an Equal Opportunity Employer. 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