Wealth Planning Associate
Your roleWe are looking for a Wealth Planning Associate to:
oassist financial advisors in client conversations, providing wealth planning services and aim to understand the client's goalsodevelop customized asset allocation strategies and investment solutions for clientsoprovide support for client relationship building and business development activitiesopartner with financial advisors in the marketJoin usAt 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 StatementsUBS 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 expertiseAs a wealth planning associate, you develop the skills and expertise needed to drive business.
WPAs work with Market Management to help Advisors with USB Wealth Way and how to Deliver the Firm.
About usUBS is the world's largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries.
Do you want to be one of us?Salary informationCA, CO, WA and NY based roles:
The salary range for this role is $50,000 to $62,000 based on experience, education, and skill level.
This role may be eligible for discretionary incentive compensation.
For benefits information:
ubs.
com/usbenefits.
Recommended Skills Business Development Finance Interpersonal Skills Estimated Salary: $20 to $28 per hour based on qualifications.
oassist financial advisors in client conversations, providing wealth planning services and aim to understand the client's goalsodevelop customized asset allocation strategies and investment solutions for clientsoprovide support for client relationship building and business development activitiesopartner with financial advisors in the marketJoin usAt 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 StatementsUBS 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 expertiseAs a wealth planning associate, you develop the skills and expertise needed to drive business.
WPAs work with Market Management to help Advisors with USB Wealth Way and how to Deliver the Firm.
About usUBS is the world's largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries.
Do you want to be one of us?Salary informationCA, CO, WA and NY based roles:
The salary range for this role is $50,000 to $62,000 based on experience, education, and skill level.
This role may be eligible for discretionary incentive compensation.
For benefits information:
ubs.
com/usbenefits.
Recommended Skills Business Development Finance Interpersonal Skills Estimated Salary: $20 to $28 per hour based on qualifications.
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