Wealth Planning Associate

United States - Washington

Business management, administration and support

Global Wealth Management

313996BR

Seattle

Full Time

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:

• Seattle: the salary range for this role is $65000 to $85000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

You’ll be working in the Seattle UBS branch. As a Wealth Planning Associate, you’ll play an important role in servicing clients and Financial Advisors

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

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.

We may request you to complete one or more assessments during the application process. Learn more

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.

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?

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.