Retirement Plan Investment Associate, Workplace Wealth Solutions

Are you passionate about helping individuals plan for a secure financial future? Do you have a strong understanding of retirement plans and investment strategies? UBS is seeking a Retirement Plan Investment Associate for our Workplace Wealth Solutions team. In this role, you will have the opportunity to work with clients to develop personalized retirement plans and provide investment recommendations. Our ideal candidate is a self-motivated and detail-oriented individual with a deep knowledge of retirement plans and a commitment to delivering exceptional client service. If this sounds like you, we invite you to apply for this exciting opportunity.

1. Develop personalized retirement plans for clients based on their financial goals and risk tolerance.
2. Stay updated on industry trends and changes in retirement plans and investment strategies.
3. Conduct thorough analysis and research to provide investment recommendations to clients.
4. Collaborate with financial advisors and other team members to create comprehensive retirement plans.
5. Build and maintain strong relationships with clients to understand their needs and provide exceptional service.
6. Assist clients with account setup, transfers, and other administrative tasks related to retirement plans.
7. Monitor and review clients' retirement plans regularly to ensure they are on track to meet their goals.
8. Educate clients on retirement planning and investment strategies to help them make informed decisions.
9. Keep accurate and detailed records of client interactions and transactions.
10. Attend training and development sessions to enhance knowledge and skills in retirement planning and investment strategies.
11. Comply with all regulatory requirements and company policies.
12. Continuously seek opportunities to improve processes and procedures to enhance the client experience.
13. Maintain confidentiality and adhere to ethical standards in all client interactions.
14. Represent the company in a professional and positive manner at all times.

According to JobzMall, the average salary range for a Retirement Plan Investment Associate, Workplace Wealth Solutions in New Jersey, USA is between $65,000 and $85,000 per year. However, this can vary depending on factors such as years of experience, specific job duties, and the company's size and location. Additionally, bonuses, commissions, and other forms of compensation may also affect the overall salary range.

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.