Wealth Planning Associate UBS

RivCo Wealth Management; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job description

Job Highlights

Title	Wealth Planning Associate
Type	Full Time
Experience	Not Indicated
Function	Business Management
Location	New York, NY
Company	UBS

Company Profile

UBS is the world’s largest global wealth manager. The bank operates through four business divisions Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank.

Job Profile

The bank is searching for a Wealth Planning Associate who will provide professional expertise and consultancy to create and deliver financial plans, propose wealth management opportunities, and deliver advice to clients and advisors.

Education Level

• Bachelor’s or Master’s degree or equivalent

Work Experience

• Series 7 and 66 licenses (for registered CSAs only)

Duties/Responsibilities

• Build relationships with financial advisors as a trusted partner
• Develop and execute a methodical process to engage clients and advisors
• Provide professional expertise & consultancy by actively listening to client’s needs, utilizing resources to regularly review, assess, and propose wealth management opportunities and tailored financial advice
• Serve as a financial planning advocate and expert within the complex/branch

Skills/Knowledge/Abilities

• Excellent communicator, with solid interpersonal skills
• Detail-oriented (nothing gets past you)

Employer’s Statement

UBS is an Equal Opportunity Employer.