Senior Wealth Strategy Associate

5 days left

Atlanta, Georgia
02 Feb 2023
02 Apr 2023
Industry Sector
Finance - General
Employment Type
Full Time

Your role

Are you an analytical thinker who enjoys working with a close-knit team and can drive items to closure? Do you enjoy fast paced environments and time sensitive projects? Do capital markets excite you?

The ESOP Group is looking for a highly motivated individual to join our team of industry-recognized professionals as a Senior Wealth Strategy Associate based in our Atlanta office. This position requires a person with proactive problem solving, decision-making skills, and an initiative to work independently in a detail-oriented setting.

Key Aspects of this Position:
• wealth management
• relationship management
• investment management and idea generation
• portfolio analytics

Your team

You’ll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

The ESOP Group was named a Forbes America’s Top 100 Wealth Management Teams in 2022. The Forbes rating is awarded annually in November and is based on the information form March of the prior year to March of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice.

Your expertise

• series 7 and 66 licenses
• ideally 5-10+ years of experience, within the finance sector
• CFA, CIMA®, and/or CFP® preferred
• bachelor’s degree or equivalent

About us

UBS is the world’s largest and 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.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How we hire

This role requires an assessment on application. Learn more about how we hire:

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?

Learn more about our team:

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.



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