Wealth Planning Associate
Location: El Segundo
Posted on: May 28, 2023
The Wealth Planning Associate provides professional expertise and consultancy to create and deliver financial plans, propose wealth management opportunities, and deliver advice to clients and advisors.
---serve as a financial planning advocate and expert within the Market
---build relationships with financial advisors as a trusted partner
---develop and execute on a methodical process to engage clients and advisors
---provide professional expertise and consultancy by actively listening to clients' needs, utilizing resources to regularly review, assess and propose wealth management opportunities and tailored financial advice
---leverage firm platforms and develop appropriate financial plans for clients
---lead financial planning discussions with clients and financial advisors
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.
You will be working as part of Wealth Management USA in the Greater CA NV Market. We help high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Diversity helps us grow together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
---bachelor's degree or equivalent
---ideally 3+ years of work experience
---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 and detail oriented
UBS 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?
CA, CO, WA and NY based roles: The salary range for this role is $60,000 to $80,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.
Keywords: UBS, Los Angeles , Wealth Planning Associate, Other , El Segundo, California
here to apply!