Wealth Planning Associate
Posted on: 4 Nov 2024
Tampa, FL
Job Description
Your role
We are looking for a Wealth Planning Associate to:
• partner with Financial Advisors to help provide comprehensive financial planning services to UBS clients and help identify sound solutions to help our Financial Advisors meet our client's needs.
• work with our UBS financial advisors to evaluate client needs, 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.
Your team
You’ll be working as part of Wealth Management Americas. 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
• series 7, series 66, and SIE licenses
• ideally 1-3 years of experience in client service, within the finance sector
• bachelor's or master’s degree (or equivalent)
• excellent communicator, with top-notch interpersonal skills
• analytical and logical
• team player
UBS Group AG
New York, New York
UBS Group AG, together with its subsidiaries, provides financial advice and solutions to private, institutional and corporate client worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advisory and solutions to private clients, and high and ultra high net worth clients. This segment provides corporate and banking, lending, wealth planning, investing, lending, asset protection, and philanthropy services, as well as family office services.
The Personal & Corporate Banking division provides financial products and services to private, corporate, and institutional clients. The Asset Management division offers investment products and services comprising equities, fixed income products, hedge funds, real estate and private markets, indexed and alternative beta strategies, and asset allocation and currency investment strategies; customized multi-asset, advisory, and fiduciary services; multi-manager hedge fund solutions and advisory services; and fund corporate governance and white-labeling services.
The Investment Bank division provides advisory, debt and equity capital market, and financing solutions; and market lending services for global wealth management, personal and corporate banking, and asset management businesses serving the corporate, institutional, and wealth management clients. This division also offers cash, derivatives, and financing; foreign exchange, precious metals, rates, and credit; and securities research services. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.
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IndustryBanking/Financial Services
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No. of Employees69,437
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Website
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Jobs Posted162
