Wealth Management Intern
Found in: beBee S US - 1 week ago
Wealth Management Intern
United States - New Jersey
Business management, administration and support
Global Wealth Management
Job Reference #
293041BR
City
Florham Park
Job Type
Part Time
Your role
Are you truly service oriented? Do you know how to take care of people? We’re looking for an Intern to:
• Keep management systems up-to-date with client information
• Help with the preparation of reports and other materials for client meetings
• Plan team marketing events and maintain marketing materials
• Provide the team with a detailed calendar of activities
Your team
You'll be working with a team in the Florham Park, NJ office and as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your expertise
Good communication skills, comfortable interacting with colleagues at all levels
At least four semesters at a university
An interest in financial markets, numbers
Good understanding of Microsoft Word and Excel
About us
UBS is the world’s largest and the 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..
We have a presence in all major financial centers in more than 50 countries.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Join us
At 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 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.
-
Wealth Management Intern
Found in: beBee S US - 1 week ago
Florham Park, United States UBS Part timeWealth Management Intern United States - New Jersey Business management, administration and support Global Wealth Management Job Reference # 293038BR City Florham Park Job Type Part Time Your role Are you truly service oriented? Do you know how to take care of people? We’re...
-
Wealth Management Intern
Found in: beBee jobs US - 1 week ago
Florham Park, New Jersey, United States UBS Full timeWealth Management InternUnited States - New Jersey Business management, administration and support Global Wealth Management Job Reference # 293038BR City Florham Park Job Type Part Time Your role Are you truly service oriented? Do you know how to take care of people? We're looking for an Intern to:• Keep management systems up-to-date with client...
-
Wealth Management Intern
Found in: beBee jobs US - 2 weeks ago
Florham Park, New Jersey, United States UBS Full timeWealth Management InternUnited States - New Jersey Business management, administration and support Global Wealth Management Job Reference # 293041BR City Florham Park Job Type Part Time Your role Are you truly service oriented? Do you know how to take care of people? We're looking for an Intern to:• Keep management systems up-to-date with client...
-
Wealth Management Clerk
4 hours ago
Overland Park, United States Adams Brown LLC Full timePosition SummaryAs a Wealth Management Clerk, you will play a crucial role in the operational success of our wealth management team. Your responsibilities will extend beyond scheduling to include comprehensive support that ensures our advisors can provide the best service to our clients.FLSA Status: NonexemptRequirementsRequired Experience and...
-
Market Trust Director
Found in: beBee jobs US - 2 days ago
Florham Park, New Jersey, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Financial Planner
5 days ago
Overland Park, United States Keen Wealth Advisors Full timeKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization! The Financial Planner is an integral part of the organization. They will provide financial...
-
Financial Planner
7 days ago
Overland Park, United States Keen Wealth Advisors Full timeKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization! The Financial Planner is an integral part of the organization. They will provide financial...
-
Financial Planner
1 week ago
Overland Park, United States Keen Wealth Advisors Full timeKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization! The Financial Planner is an integral part of the organization. They will provide financial...
-
Financial Planner
Found in: Appcast Linkedin GBL C2 - 1 week ago
Overland Park, United States Keen Wealth Advisors Full timeKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization! The Financial Planner is an integral part of the organization. They will provide financial...
-
Associate Wealth Advisor PA
1 week ago
Ridley Park, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth...
-
Engagement Director
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Florham Park, United States Incedo Inc. Full timeJob Title: Engagement PartnerJob Location: Santa Clara, CA / Florham Park, NJ / Boston, MAJob Type: Full TimeJob Description:The Data & AI Engagement Partner will be expected to drive the thought leadership and strategy for pioneering and implementing advanced analytics and digital solutions to solve Wealth Management business problems.Data & AI Engagement...
-
Tax Manager
2 weeks ago
Florham Park, United States Global Tax Management Full timeJob DescriptionJob DescriptionAre you seeking an opportunity to join a fast-growing and employee-centric firm and possess a desire for career growth? Then we encourage you to apply! We are currently seeking a Tax Manager to join our growing firm. We offer a flexible hybrid work schedule and support work/life balance.Our company has received numerous...
-
Windows System Administrator
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Florham Park, United States Jacobs Levy Equity Management Full timeJacobs Levy Equity Management, located in Florham Park, NJ, is seeking a Windows System Administrator. This position is focused on managing our corporate network, servers, and virtual desktop infrastructure. The successful candidate will play an important role in our Information Technology team and work on many advanced technologies. Primary Responsibilities...
-
Windows System Administrator
Found in: Appcast US C2 - 1 week ago
Florham Park, United States Jacobs Levy Equity Management Full timeJacobs Levy Equity Management, located in Florham Park, NJ, is seeking a Windows System Administrator. This position is focused on managing our corporate network, servers, and virtual desktop infrastructure. The successful candidate will play an important role in our Information Technology team and work on many advanced technologies. Primary Responsibilities...
-
Director of Data Management
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Florham Park, United States Steward Partners Full timeCompany Overview:Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.Steward Partners Global Advisory caters to family, institutional and multigenerational investors...
-
Director of Data Management
1 week ago
Florham Park, United States Steward Partners Full timeCompany Overview:Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.Steward Partners Global Advisory caters to family, institutional and multigenerational investors...
-
Director of Data Management
Found in: Appcast US C2 - 1 week ago
Florham Park, United States Steward Partners Full timeCompany Overview:Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.Steward Partners Global Advisory caters to family, institutional and multigenerational investors...
-
Client Associate
55 minutes ago
Florham Park, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for...
-
Engagement Director
Found in: Jooble US O C2 - 2 weeks ago
Florham Park, NJ, United States Incedo Inc. Full timeJob Title: Engagement Partner Job Location: Santa Clara, CA / Florham Park, NJ / Boston, MA Job Type: Full Time Job Description: The Data & AI Engagement Partner will be expected to drive the thought leadership and strategy for pioneering and implementing advanced analytics and digital solutions to solve Wealth Management business problems. Data & AI...
-
Wealth Advisor
1 week ago
Overland Park, United States CommunityAmerica Credit Union Full timeSummary: As a Wealth Advisor, you play a pivotal role in helping our members achieve their long-term financial goals. You'll develop customized financial plans and offer investment recommendations to support their financial future. Duties & Responsibilities: Analyze investment strategies and provide well-informed recommendations to our members. Achieve...