Planning Wealth Strategy Associate
| Company | UBS |
|---|---|
| Location | Madison, WI, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- series 7 and 66 licenses (or must acquire within 6 months of hire)
- ideally 5 years of experience in client service within the financial services industry
- Bachelor’s degree or equivalent
- CFP® (CERTIFIED FINANCIAL PLANNER®) professional or Candidate for CFP® certification
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player with a willingness to learn, grow and receive feedback
- self-motivated
Responsibilities
- work closely with clients to develop, present and manage financial plans
- lead discovery conversations with prospective clients to understand their objectives, needs and comprehensive financial picture
- work within a team of colleagues to adapt, improve and best serve the client and team needs
- develop and maintain relationships with clients and advisors to ensure a cohesive team atmosphere and superb client experience
Preferred Qualifications
-
No preferred qualifications provided.