Great full time job in Santa Barbara!

#3739368 Wealth Management Associate

About this Job

We are looking for a graduating senior to fill this position. Open to all majors. No prior experience necessary.

As a Wealth Management Associate you will provide analytical, operational, and administrative support to a UBS Managing Director/ Financial Advisor. Associates enhance the client experience by servicing clients and providing support to the Managing Director in their daily business practice, including but not limited to:

·        Investment Analysis – Equity, Fixed-Income and Derivative-based asset classes

·        Asset management and operational support

·        Sales and Marketing support

·        Daily interaction with clients

·        Operational Management – performance reporting, disbursement processing, client reporting

You should be detail oriented with proven organizational skills, able to manage time efficiently and multi-task. Proven written and verbal communication skills are a must. The individual in this role will be a key stakeholder in the business, responsible for essential positioning and communication directly with clientele. The successful candidate will be a team player with a commitment to a high degree of client service. Associates drive firm initiatives and will need to maintain high-level risk awareness and regulatory knowledge.

If you are Registered or become Registered in the first year (pass the Series 7, 66) you will also position products and services and represent UBS Financial Services Inc. and your Financial Advisor’s business.

This position has a minimum one year commitment. 

Derin Wenger

Registered Client Service Associate

SBBH Investment Group

(805) 730-3481 Direct | (877) 890-9606 Fax