- Junior
- Optionales Büro in Kenwood
Your role
This position works closely with the senior Wealth Management Advisor in charge of planning for the team. Responsibilities include:
• Engaging with clients and prospects to help them understand and articulate their financial goals with respect to retirement, education, wealth preservation, and other.
• Developing coherent and realistic financial plans that address the interrelated concerns – risk tolerance, growth requirements, time frames, investment instruments and structure, tax sensitivity, legal/regulatory considerations, etc. – involved in complex planning situations.
• Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients.
• Collect and input data into a range of planning software. Create reports, spreadsheets, etc. based on that data for presentation to clients.
• Proactive collaboration with team members to maintain a positive, productive team environment.
If you enjoy financial planning, and want to work with a respected, successful and engaged team committed to providing valuable, top-tier, planning advice to others, this position may be the one for you.
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Join us
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?
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Your team
Your expertise
• Series 7 and 66 licenses
• The ability to work under pressure and manage complex situations and deadlines while maintaining a high attention to detail.
• Strong analytical, organizational, and project management skills.
• Excellent communication skills and the ability to collaborate well on a team.
• Good command of Microsoft Office and comfort learning and using complex planning software.
• Bachelor's degree, or equivalent, with a Finance or Planning focus a plus.
• CFP designation a plus.
About us
We have a presence in all major financial centers in more than 50 countries.