UBS
Wealth Planning Associate
UBS, Tampa, Florida, us, 33646
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
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.
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?
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
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.
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?