UBS Financial Services Senior Wealth Strategy Associate in Philadelphia, Pennsylvania
Are you skilled at developing wealth management strategies? We’re looking for someone like that to:
•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 a financial advisor 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 high net worth individuals unbiased, comprehensive wealth planning strategies, plan design and implementation
•articulate the UBS wealth planning platform and capabilities to clients and prospects
•leverage external resources and partner with other client Advisors (CPA, Attorney
What we offer:
Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
Disclaimer / Policy Statements:
UBS 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.
You’ll be working on our Wealth Management team. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession. As a Senior Wealth Strategy Associate, you partner with a Financial Advisor to support a wealth management approach in meeting clients' needs and delivering financial services.Please see above
Your experience and skills:
•a Series 7 or able to pass within 60 days of hire and pass Series 66 thirty days thereafter
•minimum of 5 - 7 years industry experience
•a college degree
– an excellent communicator, with top-notch interpersonal skills
– self-motivated with the ability to work autonomously, set priorities and manage deadlines
– proficient in working in a team environment in an enthusiastic, positive, polished, poised and professional manner
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Job Reference #: 170773BR
Business Divisions: Wealth Management Americas
Title: Senior Wealth Strategy Associate
Job Type: Full Time
Country / State: United States - Pennsylvania
Function Category: Client advisory / Relationship management