Wealth Planning Associate

We are looking for an experienced Wealth Planning Associate to join the UBS team. The ideal candidate will have strong analytical and interpersonal skills, excellent written and verbal communication, and a passion for helping clients reach their financial goals. The Wealth Planning Associate will be responsible for providing comprehensive financial planning advice to high net worth clients, leveraging their professional knowledge in the areas of investments, estate, tax, and insurance planning. The successful candidate will have a Bachelor's degree in Finance, Economics, Accounting, or a related field, as well as a CFP® certification. At least 3-5 years of experience in financial planning and client service is required. We are seeking a professional who is detail-oriented, organized, and able to work independently. The successful candidate will have the ability to present complex strategies to clients in a clear and concise manner. If this sounds like you, we invite you to apply!

According to JobzMall, the average salary range for a Wealth Planning Associate in Atlanta, GA, USA is between $34,000 and $84,000 per year. The salary range can vary depending on factors such as the individual's experience and qualifications, the size and scope of the organization, and the employer's policies and benefits.

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.