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Wealth Planning Associate

Company: UBS Financial Services
Location: Stamford
Posted on: April 8, 2021

Job Description:

http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=229516&codes=IINDD Business management, administration and support Global Wealth Management Job Reference # 227028BR City Stamford Job Type Full Time Your role Do you want to work with clients to help them meet their financial goals? Are you skilled at developing wealth management strategies?

We're looking for a Wealth Planning Associate to:

--- go through a robust learning program to 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

We are looking for someone to partner with Financial Advisors to help provide comprehensive financial planning services to our clients and help identify sound solutions to help our Financial Advisors meet our client's needs. Your team You'll be working as part of Wealth Management Americas within the Soundview Market. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Wealth Planning Associate, you'll play an important role in our client's overall experience at UBS. Your expertise --- bachelor's degree or equivalent
--- ideally 3+ years of work experience
--- sales experience preferred
--- aptitude for marketing and business development
--- securities licenses, SIE, Series 7, Series 66, preferred
--- analytical thinker, with the ability to provide practical solutions
--- excellent communicator, with solid interpersonal skills
--- detail oriented and able to manage a variety of projects
--- analytical and logical (you can solve problems like nobody's business) About us Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now. 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.

Keywords: UBS Financial Services, Stamford , Wealth Planning Associate, Other , Stamford, Connecticut

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