Wealth Planning Specialist

Are you an experienced Wealth Planning Specialist looking to grow with a leading global financial institution? UBS is looking for an innovative, detail-oriented individual to join our team and assist our clients in achieving their financial goals. In this role, you will be responsible for providing advice and guidance on a wide range of wealth planning topics, such as retirement planning, tax planning, and estate planning.The ideal candidate will possess a Bachelor's degree in finance, economics, accounting, or a related field, as well as experience in the financial services industry. You must also have excellent analytical and problem-solving skills, be detail-oriented, and have an understanding of financial planning strategies. A strong customer service orientation and excellent communication skills are essential.If you have a passion for helping individuals and families achieve financial success, then we would love to hear from you. This is an excellent opportunity to join a supportive team and make a meaningful impact on our clients’ financial futures.

Responsibilities:

1. Provide advice and guidance on a wide range of wealth planning topics, such as retirement planning, tax planning, and estate planning.
2. Analyze and evaluate clients’ financial situations and recommend appropriate wealth planning strategies.
3. Develop and implement financial plans that are tailored to each client’s individual needs and goals.
4. Monitor each client’s financial progress and provide ongoing advice and guidance.
5. Stay up-to-date with relevant industry regulations and best practices.
6. Demonstrate a professional, customer-focused approach in all client interactions.
7. Maintain detailed client records and prepare detailed financial reports.
8. Build and maintain strong relationships with clients.
9. Participate in regular training and development activities.

According to JobzMall, the average salary range for a Wealth Planning Specialist in Weehawken, NJ 07086, USA is between $48,000 and $73,000. This range may vary depending on the qualifications, experience and expertise of the applicant.

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.