Wealth Planning Associate

Your role

You will:

develop your skills in financial planning, products and client engagement
work with financial advisors to evaluate client needs by helping create customized financial plans
participate in and/or lead financial planning and client discovery conversations
provide clients with advice and solutions to help them achieve their goals
support the office leadership team with various key business initiatives

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.

Your team

You will be working as part of Private Wealth Management. Our team is committed to quality wealth management, financial planning and client service. Our role is to manage, preserve and grow the wealth of our clients, always working in their best interest to help them achieve their financial goals.

Your expertise

a bachelor's degree
securities licenses, SIE, Series 7, Series 66, preferred
at least 3 years of work experience
experience in sales preferred
an aptitude for marketing and business development
an analytical thinker, with the ability to provide practical solutions
an excellent communicator, with solid interpersonal skills
detail oriented and able to manage a variety of projects dynamic and flexible team player

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

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html