
Wealth Strategy Specialist — Asset Allocation & Client Growth
UBS, Lansing, Michigan, United States
A leading global wealth management firm is seeking a Senior Wealth Strategy Associate in Troy, Michigan. This role involves supporting financial advisors by developing wealth management strategies and providing analytical support. The ideal candidate possesses Series 7 and 66 licenses and has at least 3 years of experience in finance sector client service. Strong interpersonal skills are essential for fostering client relationships and driving business development. Opportunities for professional growth and a collaborative work environment are included.
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