About the position
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 go through a robust learning program to develop your skills in financial planning and wealth planning topics. You will work with Financial Advisors to evaluate client needs by helping create customized financial plans, gather relevant financial and qualitative data to incorporate in the financial planning process, and edit and update existing financial plans based on client ongoing needs and requests. You will handle various levels of planning complexity including interpreting external investment statements, real estate, business asset interests, equity compensation, risk management, insurance, retirement and banking needs. You will build cash flow statements and retirement planning projections based on the clients' goals, leverage our UBS Wealth Way Methodology and our 3L framework (liquidity, longevity, legacy), and identify potential solution needs including insurance, banking and portfolio restructuring. You will be the primary planning support for our high net worth and ultra-high net worth client segments and act as Ambassadors for the wealth planning brand and our comprehensive client process.
Responsibilities
- Go through a robust learning program to develop your skills in financial planning and wealth planning topics
- Work with Financial Advisors to evaluate client needs by helping create customized financial plans
- Gather relevant financial and qualitative data to incorporate in the financial planning process
- Edit and update existing financial plans based on client ongoing needs and requests
- Handle various levels of planning complexity including interpreting external investment statements, real estate, business asset interests, equity compensation, risk management, insurance, retirement and banking needs
- Build cash flow statements and retirement planning projections based on the clients' goals
- Leverage our UBS Wealth Way Methodology and our 3L framework (liquidity, longevity, legacy)
- Identify potential solution needs including insurance, banking and portfolio restructuring
- Be the primary planning support for our high net worth and ultra-high net worth client segments
- Act as Ambassadors for the wealth planning brand and our comprehensive client process
Requirements
- A bachelor's degree
- Ideally 3 years of work experience
- Strong communication (oral and written) with solid interpersonal skills
- Strong organizational skills and the ability to multi-task
- Attention to detail and ability to work autonomously
- Ability to think analytically and provide practical solutions
- Ability to work in a team environment
- Securities licenses, SIE, Series 7, Series 66, preferred but not mandatory (need to obtain within the first 90 days of hire)
- CFP (CERTIFIED FINANCIAL PLANNER) designation preferred but not mandatory (need to obtain within the first 24 months of hire)
- Background or experience using financial planning platforms preferred but not mandatory
