Current jobs related to Wealth Management Intern - Florham Park - UBS


  • Florham Park, New Jersey, United States Wiss and Company LLP Full time

    Job Title: Senior Wealth AdvisorWiss Family Office, a boutique wealth management firm, is seeking a Senior Wealth Advisor to support and implement our Private Client offering. As a key member of our team, you will be responsible for managing High Net Worth and Ultra High Net Worth client relationships, working closely with our Estate Planning, Tax, and...

  • Senior Wealth Advisor

    4 weeks ago


    Florham Park, United States Wiss and Company LLP Full time

    WISS Family Office (Wiss Private Client Advisors, LLC) Senior Wealth Advisor Wiss Family Office currently advises on $870million in assets and is a full service boutique wealth management firm offering a variety of services to HNW and UHNW client base, referrals from our parent firm, Wiss (fast growing full service CPA firm servicing middle market businesses...


  • Menlo Park, United States Opes Wealth Management, LLC Full time $66,600

    Job DescriptionJob DescriptionFirm OverviewOpes Wealth Management considers every aspect of our client’s financial life, bringing together wealth management and real estate expertise to take a holistic look at our clients’ financial well-being. Our portfolios mix ETFs, mutual funds, alternative interval funds, and Separate Account Managers, creating a...


  • Park City, Utah, United States U.S. Bank Full time

    Unlock Your Potential as a Wealth Management AdvisorAt U.S. Bank, we're committed to helping our customers and communities thrive. As a Wealth Management Advisor, you'll play a vital role in delivering exceptional financial guidance and support to our affluent clients. With a collaborative team structure and a rich product portfolio, you'll have the...


  • Cedar Park, Texas, United States Rival Sourcing LLC Full time

    Position OverviewAs a Client Investment Consultant at Rival Sourcing LLC, you will play a pivotal role in fostering and nurturing client relationships. Your primary focus will be to:Understand Client Needs: Engage with clients to gain a comprehensive understanding of their financial goals and objectives.Asset Acquisition: Drive business growth by acquiring...


  • Overland Park, Kansas, United States First National Bank of Omaha Full time

    About This OpportunityWe are seeking a highly skilled and experienced Regional Sales Manager to join our Wealth Management team. As a key member of our organization, you will be responsible for leading a team of Financial Advisors and Client Relationship Associates in a designated region.Key ResponsibilitiesDevelop and implement a clear action plan to drive...


  • Winter Park, Florida, United States Truist Full time

    Job SummaryWe are seeking a highly skilled and experienced Premier Financial Advisor to join our team at Truist. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our mass affluent clients.Key ResponsibilitiesClient Relationship Management: Establish...


  • Franklin Park, United States Charles Schwab Full time

    Position Type: RegularYour opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...


  • Park City, Utah, United States U.S. Bank Full time

    About the RoleWe are seeking a highly skilled Wealth Management Advisor to join our team at U.S. Bank. As a key member of our Wealth Management Team, you will be responsible for providing exceptional investment planning and insurance services to our affluent clients.Key ResponsibilitiesMeet with clients to understand their financial goals and...


  • Rego Park, New York, United States Citigroup Inc Full time

    Citi Global Wealth unites the comprehensive capabilities of Citi to cater to a diverse range of wealth clients. This integrated business serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses the affluent and high-net-worth segments via Citigold and Citigold Private Client, and manages wealth solutions in the...


  • Rego Park, New York, United States Citigroup Inc Full time

    Citi Global Wealth integrates the comprehensive capabilities of Citi to cater to a diverse range of wealth clients. This consolidated division serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses the affluent and high-net-worth segments via Citigold and Citigold Private Client, and provides wealth management...


  • Rego Park, New York, United States Citigroup Inc Full time

    Citi Global Wealth integrates the extensive capabilities of Citi to cater to a diverse range of wealth clients. This cohesive division serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses the affluent and high-net-worth segments via Citigold and Citigold Private Client, and captures wealth management opportunities...


  • Highland Park, Illinois, United States Mesirow Financial Full time

    Mesirow Financial is in search of seasoned Wealth Management Consultants to enhance their operations.Key Responsibilities:Establish and nurture client relationshipsCreate tailored investment and wealth management strategiesEmphasize fee-based, managed investment portfoliosLeverage professional network to identify potential clientsEvaluate financial data and...


  • Babson Park, United States Charles Schwab Full time

    Position 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. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...


  • Lexington Park, Maryland, United States First Command Financial Services Full time

    Position Overview:As a Wealth Management Consultant, you will play a crucial role in guiding clients through their financial journeys. This position is ideal for individuals with a passion for helping others achieve their financial goals.About Us:At First Command Financial Services, we pride ourselves on our commitment to our clients. Our team consists of...


  • Winter Park, Florida, United States Truist Full time

    Job DescriptionJob Summary:We are seeking a highly skilled and experienced Wealth Support Specialist II to join our team at Truist. As a key member of our Wealth Support team, you will provide exceptional client and advisor support to a team of Wealth, Legal Specialty, or Medical Specialty Group advisors managing a portfolio of high net-worth clients.Key...


  • Florham Park, New Jersey, United States Bank of America Full time

    Descripción del Trabajo:En Bank of America, estamos guiados por un propósito común: ayudar a mejorar las vidas financieras a través del poder de cada conexión. El Crecimiento Responsable es la forma en que operamos nuestra empresa y cómo entregamos resultados a nuestros clientes, compañeros, comunidades y accionistas cada día.Una de las claves para...


  • Florham Park, United States Jacobs Levy Equity Management Full time

    Jacobs 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...


  • Florham Park, New Jersey, United States Jacobs Levy Equity Management Full time

    Jacobs Levy Equity Management is seeking a skilled Windows System Administrator to join our team in overseeing the corporate network, server management, and virtual desktop environments. This position is integral to our Information Technology department, utilizing advanced technologies to enhance our operations.Key Responsibilities:Assist in the management...


  • Park City, United States U.S. Bank Full time

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

Wealth Management Intern

4 months ago


Florham Park, United States UBS Full 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

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.

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