UBS Financial Services Associate Wealth Strategist in San Francisco, California
Are estate and tax planning your passion? Does planning analysis motivate you? We’re looking for someone
with those interests who can:
•independently review estate planning documents (e.g., Wills, Living Trusts, and Irrevocable Trusts) to
create a current estate analysis, including estimated estate and income tax calculations
•assist with modeling wealth transfer and philanthropic strategies for clients
•perform research on income, estate, gift, generation-skipping transfer (GST) tax and philanthropic issues
•assist with the team's administrative tasks and intellectual capital platform on an as-needed basis
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.
As an Associate Wealth Strategist, you will work with the firm’s Advanced Planning group to support the firm
as an internal resource on estate planning, tax planning, and philanthropy for the firm’s ultra-high net worth
clients with minimum investible assets of $20 million. You will work directly with Senior Wealth Strategists to
support their client facing work. On a limited and as needed basis, you will assist the Senior Wealth
Strategist with client meetings.
You will also support the Advanced Planning team’s Center of Excellence, which coordinates internal and
external intellectual capital in the estate planning, tax, philanthropy and insurance planning worlds. This
includes co-authoring articles with senior team members.
Your experience and skills:
•approximately 3-5 plus years working at a financial, accounting or law firm that provided relevant
experience to perform the duties described above
•advanced degree or designation strongly desired (e.g., CFP, Paralegal certificate/degree, CPA, or JD)
•ability to review and understand basic estate planning documents and documents implementing more
complex estate planning strategies, such as irrevocable trusts, grantor retained annuity trusts (GRATs),
qualified personal residence trusts (QPRTs), sales to intentionally defective grantor trusts and split-interest
•active Series 7 and 66 licenses (or are required to obtain them within 90 days of hire)
•ability to understand and assimilate complex personal financial information (tax returns, investment
statements, incentive benefits, employee benefits and compensation, life insurance policies, business
interests, qualified and nonqualified retirement plan information, pension and annuity information, social
security, deferred compensation information, related retirement and benefits data, incentive and nonqualified
stock option and restricted stock information)
•experience with the following areas, techniques and strategies: personal income, estate, gift, GST and trust
tax disciplines, advanced wealth transfer planning techniques such as Grantor Retained Annuity Trusts,
Qualified Personal Residence Trusts, Family Limited Partnerships, Defective Grantor Trusts, Irrevocable Life
Insurance Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, Private Foundations, Generation-
Skipping Transfer Tax, planning with concentrated stock positions, incentive benefits, non-qualified stock
options, incentive stock options, and restricted stock
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 #: 176095BR
Business Divisions: Global Wealth Management
Title: Associate Wealth Strategist
City: San Francisco
Job Type: Full Time
Country / State: United States - California
Function Category: Business development, Product Management and Development, Sales and trading