Wealth Planning Strategist - Director
Your roleHave you partnered with financial advisors to support wealth management approaches in meeting ultra-high net worth individual needs? Do you take pride in delivering an executional wealth planning client experience?We're looking for someone like that who can:
enhance the client acquisition, advisement and retention process by contributing sophisticated advice related to estate and multi-generational planning, asset protection, wealth transfer, cash flow analysis, business continuity and succession planning and philanthropic planning coach financial advisors in the areas of wealth planning, estate and financial planning collaborate with other product areas of the firm to help integrate a variety of appropriate advice and solution strategies deliver to ultra-high net-worth individuals unbiased, comprehensive wealth planning strategies, plan presentation and implementation articulate the UBS wealth planning platform and capabilities to clients and prospects collaborate with other client Advisors (CPA, Attorney)Join usAt 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?Disclaimer / Policy StatementsUBS is an Equal Opportunity Employer.
We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your teamAs a Wealth Planning Strategist on the UBS Wealth Planning and Insured Solutions Team, you partner with Financial Advisors and Field Leadership to support a comprehensive wealth management approach in meeting UHNW client needs and delivering financial services.
Diversity helps us grow, together.
That's why we are committed to fostering and advancing diversity, equity, and inclusion.
It strengthens our business and brings value to our clients.
Your expertise a Series 7 or able to pass within 60 days of hire and pass Series 66 thirty days thereafter proficiency in working in a team environment in an enthusiastic, positive, polished, poised and professional manner ability to travel regularly within assigned U.
S.
geographical territory strong verbal and written communication skills self-motivation, ability to work autonomously, set priorities and manage deadlines minimum of 10
years industry experience providing planning for clients college degree plus preferably an advanced degree and/or designations such as, CFP, CPA, JD, MBA, MS in Taxation or LL.
M LI-UBSAbout usUBS is the world's largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries.
Do you want to be one of us?How we hireThis role requires an assessment on application.
Learn more about how we hire:
www.
ubs.
com/global/en/careers/experienced-professionals.
html Recommended Skills Asset Protection Certified Financial Planner Coaching And Mentoring Communication Finance Financial Planning Estimated Salary: $20 to $28 per hour based on qualifications.
enhance the client acquisition, advisement and retention process by contributing sophisticated advice related to estate and multi-generational planning, asset protection, wealth transfer, cash flow analysis, business continuity and succession planning and philanthropic planning coach financial advisors in the areas of wealth planning, estate and financial planning collaborate with other product areas of the firm to help integrate a variety of appropriate advice and solution strategies deliver to ultra-high net-worth individuals unbiased, comprehensive wealth planning strategies, plan presentation and implementation articulate the UBS wealth planning platform and capabilities to clients and prospects collaborate with other client Advisors (CPA, Attorney)Join usAt 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?Disclaimer / Policy StatementsUBS is an Equal Opportunity Employer.
We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your teamAs a Wealth Planning Strategist on the UBS Wealth Planning and Insured Solutions Team, you partner with Financial Advisors and Field Leadership to support a comprehensive wealth management approach in meeting UHNW client needs and delivering financial services.
Diversity helps us grow, together.
That's why we are committed to fostering and advancing diversity, equity, and inclusion.
It strengthens our business and brings value to our clients.
Your expertise a Series 7 or able to pass within 60 days of hire and pass Series 66 thirty days thereafter proficiency in working in a team environment in an enthusiastic, positive, polished, poised and professional manner ability to travel regularly within assigned U.
S.
geographical territory strong verbal and written communication skills self-motivation, ability to work autonomously, set priorities and manage deadlines minimum of 10
years industry experience providing planning for clients college degree plus preferably an advanced degree and/or designations such as, CFP, CPA, JD, MBA, MS in Taxation or LL.
M LI-UBSAbout usUBS is the world's largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries.
Do you want to be one of us?How we hireThis role requires an assessment on application.
Learn more about how we hire:
www.
ubs.
com/global/en/careers/experienced-professionals.
html Recommended Skills Asset Protection Certified Financial Planner Coaching And Mentoring Communication Finance Financial Planning Estimated Salary: $20 to $28 per hour based on qualifications.
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