Wealth Planning Associate
| Company | UBS |
|---|---|
| Location | Tampa, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, Master’s |
| Experience Level | Junior, Mid Level |
Requirements
- 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
Responsibilities
- 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
Preferred Qualifications
- 1-3 years of experience in client service, within the finance sector