Senior Wealth Planner
| Company | UBS |
|---|---|
| Location | Charlotte, NC, USA, Union City, NJ, USA, Phoenix, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- A bachelor’s degree
- Ideally 5+ years of work experience
- Foundational knowledge of financial planning
- CFP® (CERTIFIED FINANCIAL PLANNER™) designation
- Strong communication (oral and written) with solid interpersonal skills
- Strong organizational skills and the ability to multi-task
- Attention to detail and ability to work autonomously
- Ability to think analytically and provide practical solutions
- Ability to work in a team environment and receive consistent feedback on how to improve
- Ability to foster a collaborative team environment
- Background or experience using financial planning platforms
- Proficient in Microsoft Office Suite, with a strong focus on Access and Excel for advanced data management, analysis, and reporting tasks
Responsibilities
- Develop and organize the ongoing training & development for the team
- Oversee daily administrative and supervision responsibilities for the team
- Monitor program performance, track key metrics, and create detailed reports for senior leadership
- Mentor and guide team members, ensuring the professional growth of individuals
- Function as a senior wealth planner and the key resource for resolving issues
- Leverage past managerial experience to effectively lead and develop the team
- Lead strategic initiatives and oversee marketing efforts of the organization
- Work with Financial Advisors to evaluate client needs by helping create customized financial plans
- Edit and update existing financial plans based on client ongoing needs and requests
- Handle various levels of planning complexity including interpreting external investment statements, real property, business asset interests, equity compensation, insurance and banking needs
- Build cash flow statements and retirement planning projections based on the clients’ goals
- Leverage our UBS Wealth Way Methodology and our 3L framework (Liquidity, Longevity, Legacy)
- Identify potential solution needs including insurance, banking and portfolio restructuring
Preferred Qualifications
- Past managerial experience preferred but not mandatory