FAQs
What is the job title for this position?
The job title is Wealth Planning Associate.
What are the primary responsibilities of a Wealth Planning Associate?
The primary responsibilities include providing professional expertise and consultancy to create and deliver financial plans, proposing wealth management opportunities, and delivering advice to clients and advisors.
What qualifications are required for the Wealth Planning Associate role?
A Series 7 and 66 licenses are required, along with experience leading financial planning discussions with clients and financial advisors.
Where is this position located?
This position is located in New York City.
What is the salary range for this role?
The salary range for this role is $65,000 to $85,000, depending on factors such as experience, qualifications, education, location, and skill level.
Is the Wealth Planning Associate position full-time?
Yes, the Wealth Planning Associate position is a full-time role.
What type of working arrangements does UBS offer?
UBS offers flexible working arrangements including part-time, job-sharing, and hybrid working options.
Does UBS provide benefits for its employees?
Yes, UBS offers various benefits. For detailed information, you can visit ubs.com/usbenefits.
What type of culture does UBS promote?
UBS promotes a purpose-led culture that values diversity and empowers individuals by supporting diverse cultures, perspectives, skills, and experiences.
Are there opportunities for career development at UBS?
Yes, UBS provides opportunities for gaining new experiences, acquiring fresh knowledge and skills, and encourages collaboration among its employees.