What are the responsibilities and job description for the Wealth Planning Analyst position at UBS?
United States - New York
Management and Business Support
Global Wealth Management
Job Reference #
257866BR
City
Syracuse
Job Type
Full Time
Your role
Do you want to work with clients to help them meet their financial goals?
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. You will:
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. You will:
- go through a robust learning program to develop your skills in financial planning, products and client engagement
- 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
- support the office leadership team with various key business initiatives
Your team
You’ll be working as part of Wealth Management USA. 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..
Your expertise
- a bachelor's degree
- ideally 3 years of work experience
- experience in sales preferred
- an aptitude for marketing and business development
- securities licenses, SIE, Series 7, Series 66, preferred
About us
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?
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?
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
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?
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.
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