Wealth Planning Associate
3 weeks ago
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.
-
Fort Lauderdale, Florida, United States 50197 Hub International South Florida LLC Full timeABOUT HUB INTERNATIONAL: HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB...
-
Fort Lauderdale, Florida, United States HUB International Full timeABOUT HUB INTERNATIONAL:HUB International Limited (HUB) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown...
-
Private Wealth Advisor
3 weeks ago
Fort Myers, Florida, United States Finemark National Bank Full timePosition Summary: Manages client portfolios, and builds meaningful relationships, by providing comprehensive investment planning and managing day to day administration of client accounts. Develops investment strategies and manages client investment portfolios according to established goals and objectives with clients and in accordance with all internal and...
-
Chief Electrical Inspector Plans Examiner
4 weeks ago
Fort Lauderdale, Florida, United States SAFEbuilt Full timeChief Electrical Inspector/Plans ExaminerCalvin Giordano & Associates, SAFEbuilt company is currently seeking a talented, experienced Chief Electrical Inspector/Plans Examiner to join their team. This position offers great opportunity for a dynamic, motivated self-starter to work on a variety of assignments. You'll be a member of our highly respected...
-
Associate Recruiter WFH
4 weeks ago
Fort Lauderdale, Florida, United States HealthTrust Workforce Solutions WFH Full timeDescription IntroductionAre you looking for a work environment where diversity and inclusion thrive? Submit your application for our Associate Recruiter WFH opening with HealthTrust Workforce Solutions today and find out what it truly means to be a part of the HCA Healthcare team.BenefitsHealthTrust Workforce Solutions, offers a total rewards package that...
-
Fiduciary Relationship Advisor
1 month ago
Fort Lauderdale, Florida, United States Northern Trust Full timeAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Lead Fitness Sales Associate
2 weeks ago
Fort Lauderdale, Florida, United States Rumble Boxing Plantation Full timeCOMPANY OVERVIEW:At Rumble we believe the hour we spend working out can inspire the other 23 hours of our day. We believe in sharing our good vibes and energy with the world, and that in many ways, it's our most important offering. And more than anything, we believe in each other.Our mission is to create a new generation of boxers with style, sophistication,...
-
Donor Relations Associate
3 weeks ago
Fort Lauderdale, Florida, United States Nova Southeastern University Full timeAbout Us:We are excited that you are considering joining Nova Southeastern UniversityNova Southeastern University (NSU) was founded in 1964, and is a not-for-profit, independent university with a reputation for academic excellence and innovation. Nova Southeastern University offers competitive salaries, a comprehensive benefits package including tuition...
-
Donor Relations Associate
3 weeks ago
Fort Lauderdale, Florida, United States Nova Southeastern University Full timeAbout Us:We are excited that you are considering joining Nova Southeastern UniversityNova Southeastern University (NSU) was founded in 1964, and is a not-for-profit, independent university with a reputation for academic excellence and innovation. Nova Southeastern University offers competitive salaries, a comprehensive benefits package including tuition...
-
Audit Manager
2 weeks ago
Fort Lauderdale, Florida, United States Cherry Bekaert Full timeDescriptionCherry Bekaert is a Top 25 Accounting and Advisory that has been providing outstanding service to our clients for over 75 years. Our shared values, including uncompromising integrity, a passion for excellence and mutual respect have helped us get here. If these values align with yours, we'd like to hear from you. Help us continue in our success as...
-
OSP Aerial Design Associate
3 weeks ago
Fort Lauderdale, Florida, United States Equix, Inc. Full timeMi-Tech offers a broad range of professional, engineering and technical servicesto the telecommunications and power delivery markets. We have a current openingfor an OSP Aerial Design Associate. At Mi-Tech, we support our customers andstakeholders and constantly strive to exceed expectations with all of ourservices, which include: Communications Design...
-
Construction Associate Project Manager
3 weeks ago
Fort Lauderdale, Florida, United States SOCOTEC Full timeCompany DescriptionSOCOTEC is a provider of niche consulting services within the architecture, engineering and construction industries focusing on high-performance buildings and specialty structures. Through an integrated, holistic approach, our professionals provide solutions for building envelope, energy efficiency, sustainability, code advisory and...
-
Flexible Customer Service Associate
3 weeks ago
Fort Lauderdale, Florida, United States Hertz Full timeJob Description The Flexible Customer Service Associate consults with customers on their rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the customer receives world-class customer service and sales support. The responsibilities also include shuttling customers. Wage per...
-
Volunteer Social Media Associate Director
3 weeks ago
Fort Lauderdale, Florida, United States Save the Water Full timeThis is an unpaid volunteer opportunity.Associate Directors are expected to put in a minimum of 10 hours per week and be responsive to emails within 36 hours.STW welcomes volunteers who are seeking skill-based volunteering opportunity. STW shall provide "letter of recommendation" professionals who demonstrate outstanding contribution for professional...
-
Social Media Associate
3 weeks ago
Fort Lauderdale, Florida, United States Tandem Buzz Full timeAbout usWe are an Award-winning boutique digital marketing agency specializing in SEO, PPC, and Social Media.Live and Breathe social media? Are you a wiz creating engaging content and staying on top of trends? If this sounds like you, Tandem is looking for youPosition Overview:Tandem is buzzing with growth, and our social media hive needs another bee We're...
-
Financial Advisor Assistant
1 month ago
Fort Myers, Florida, United States GCE Insurance Solutions and Wealth Management Full timeJob DescriptionJob DescriptionGCE Wealth Management, a well-established investment services firm located in Fort Myers and Naples, FL, is seeking a qualified professional to join the team in the important role of full-time Financial Advisor Assistant.The ideal candidate might be someone who has spent a few years in the financial services industry supporting...
-
Remote Licensed Agent
3 weeks ago
Fort Lauderdale, Florida, United States TEKsystems Full timeAs the Licensed Insurance AgentIf you're ready to explore the next step in your career:You'll enjoy...Career Opportunities – Tons of growth opportunities for your careerStandard Hours – 100% remote role. Must be available Monday-Friday (8:00 am to 5:30 pm EST - training schedule) Must live an hour from Sunrise and/or Tampa Florida due to equipment...
-
Math Teacher
3 weeks ago
Fort Lauderdale, Florida, United States EdisonLearning Full timeJob DetailsJob Location Sunrise High School - Fort Lauderdale Position Type Full Time Education Level 4 Year Degree Travel Percentage None Job Shift Day Job Category Education DescriptionAbout This Teaching Opportunity at EdisonLearning and NorthStar Academies Join the team at NorthStar Academies (NSA), public charter schools managed by EdisonLearning....
-
Fort Lauderdale, Florida, United States Broward Community College Full timeJob Profile Summary Under general direction, this position is responsible for all financial and fiscal management aspects of the Office of Advancement and Broward College Foundation. Through the Office of Advancement, the College directs and executes front-line fundraising operations for scholarships and support to programs, faculty and capital initiatives....
-
Warehouse Associate
3 weeks ago
Fort Walton Beach, Florida, United States PoolCorp Full timeLocation: Fort Walton Beach, FL - 273, 40 Ready Avenue NW, Fort Walton Beach , Florida Pay: $ $18.50/ hour and up to $2,500 through our performance bonuses Work Hours: Monday-Friday 7am-5pm You want Benefits? Youve got it Our generous benefits package includes: Medical, Dental, Vision, and Prescription Drug coverage with Flexible Spending Accounts and...