What are the responsibilities and job description for the Wealth Planning Associate position at UBS?
Job Reference #
313203BR
Job Type
Full Time
Your role
The Wealth Planning Analyst provides professional expertise and consultancy to create and deliver financial plans, propose wealth management opportunities, and deliver advice to clients and advisors.
You will-
Serve as a financial planning advocate and expert within the branch
Build relationships with financial advisors as a trusted partner
Develop and execute on a methodical process to engage clients and advisors
Provide professional expertise & consultancy by actively listening to clients' needs, utilizing resources to regularly review, assess and propose wealth management opportunities and tailored financial advice
Detailed salary information:
Your team
You’ll be working in New York City. As a Wealth Planning Associate, you’ll play an important role in servicing clients and Financial Advisors
Your expertise
Experience leading financial planning discussions with clients and financial advisors – make recommendations to both groups for potential opportunities (e.g., inadequate insurance coverage, unmet lending needs)
Able to leverage firm platforms and develop appropriate financial plans for clients
Series 7 and 66 licenses
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.
How We Hire
We may request you to complete one or more assessments during the application process. Learn more
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?
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.
Salary Information
US Only: The expected salary range for this role is $65000 to $85000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
313203BR
Job Type
Full Time
Your role
The Wealth Planning Analyst provides professional expertise and consultancy to create and deliver financial plans, propose wealth management opportunities, and deliver advice to clients and advisors.
You will-
Serve as a financial planning advocate and expert within the branch
Build relationships with financial advisors as a trusted partner
Develop and execute on a methodical process to engage clients and advisors
Provide professional expertise & consultancy by actively listening to clients' needs, utilizing resources to regularly review, assess and propose wealth management opportunities and tailored financial advice
Detailed salary information:
- New York: the salary range for this role is $65000 to $85000
Your team
You’ll be working in New York City. As a Wealth Planning Associate, you’ll play an important role in servicing clients and Financial Advisors
Your expertise
Experience leading financial planning discussions with clients and financial advisors – make recommendations to both groups for potential opportunities (e.g., inadequate insurance coverage, unmet lending needs)
Able to leverage firm platforms and develop appropriate financial plans for clients
Series 7 and 66 licenses
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.
How We Hire
We may request you to complete one or more assessments during the application process. Learn more
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?
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.
Salary Information
US Only: The expected salary range for this role is $65000 to $85000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Salary : $65,000 - $85,000
