Wealth Planner

Job Reference #
317971BR

Job Type
Full Time

Your role
Do you want to work with clients to help them meet their financial goals? We are looking for someone to partner with Financial Advisors to help provide comprehensive financial planning services to our clients and help identify sound solutions to help our Financial Advisors meet our client's needs. You will:

• Go through a robust learning program to develop your skills in financial planning and wealth planning topics
• Work with Financial Advisors to evaluate client needs by helping create customized financial plans
• Gather relevant financial and qualitative data to incorporate in the financial planning process
• Edit and update existing financial plans based on client ongoing needs and requests
• Handle various levels of planning complexity including interpreting external investment statements, real estate, business asset interests, equity compensation, risk management, insurance, retirement and banking needs
• Build cash flow statements and retirement planning projections based on the clients’ goals
• Leverage our UBS Wealth Way Methodology and our 3L framework (liquidity, longevity, legacy)
• Identify potential solution needs including insurance, banking and portfolio restructuring
• Be the primary planning support for our high net worth and ultra-high net worth client segments
• Act as Ambassadors for the wealth planning brand and our comprehensive client process
  
  

Your team
You will be working on the Wealth Planning team in Weehawken, NJ [Charlotte, NC] [Phoenix, AZ]. This team consists of wealth planners who support Financial Advisors in the review, delivery, and implementation of financial plans to expand client relationships, drive net new assets, and identify revenue opportunities through the wealth planning process.

Your expertise
You have:

• A bachelor's degree
• Ideally 3 years of work experience
• Strong communication (oral and written) with solid interpersonal skills
• Strong organizational skills and the ability to multi-task
• Attention to detail and ability to work autonomously
• Ability to think analytically and provide practical solutions
• Ability to work in a team environment
• Securities licenses, SIE, Series 7, Series 66, preferred but not mandatory (need to obtain within the first 90 days of hire)
• CFP® (CERTIFIED FINANCIAL PLANNER™) designation preferred but not mandatory (need to obtain within the first 24 months of hire)
• Background or experience using financial planning platforms preferred but not mandatory
  
  

About Us
UBS is the world’s largest and the 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..

We have a presence in all major financial centers in more than 50 countries.

Join us
At 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, wherever they are on their career journey. 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.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.

Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.