Wealth Planning Associate

3 weeks ago


Fort Lauderdale, Florida, United States UBS Full time

Wealth Planning Associate - Business Management

  • Florida
  • Administration and Support
  • Global Wealth Management
  • City: Fort Lauderdale
  • Job Type: Full Time

About the Company:

Join the team at UBS, the world's largest and truly global wealth manager. With a presence in over 50 countries, we offer a range of services through our four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank.

Your Role:

As a Wealth Planning Associate, you will collaborate with Market Management to assist Advisors in implementing UBS Wealth Way strategies and enhancing Firm Delivery. You'll also work closely with Financial Advisors to deliver comprehensive financial planning solutions to UBS clients and prospects, gaining valuable skills in financial planning and client engagement in the process.

Your Expertise:

  • Minimum 2 years of full-time experience
  • SIE, Series 7, and Series 6 licenses
  • High level of integrity
  • Exceptional listening and communication abilities
  • Strong interpersonal skills and high emotional intelligence
  • Service-oriented mindset
  • Entrepreneurial spirit and strong work ethic
  • Organizational proficiency
  • Ability to thrive in a fast-paced environment
  • Strong analytical and reasoning skills
  • Desire for continuous learning and growth
  • Basic knowledge of wealth management
  • Team player with the capability to work independently

Joining Us:

At UBS, we encourage flexible working arrangements such as part-time, job-sharing, and a hybrid model. Our inclusive culture and global platform enable us to connect and collaborate effectively to address diverse business needs. We believe in the collective strength of our people, fostering an environment where unique backgrounds, skills, and experiences drive our ongoing success.

Are you ready to contribute to teamUBS and create a positive impact? Join us today

Disclaimer / Policy Statements:

UBS is committed to providing equal opportunities for all individuals. We value diversity and strive to empower every member of our workforce by supporting various cultures, perspectives, skills, and experiences within our organization.



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