Wealth Planning Associate Program - New York, NY

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • UBS
  • 12 Dec 18

Wealth Planning Associate Program - New York, NY



Your role
Are you a people person? Does financial planning excite you? We're looking for someone like that to provide comprehensive financial planning services to our clients. You'll:

– work with financial advisors to evaluate client needs to help create customized financial plans
– lead financial planning meetings
– provide clients with advice and solutions to help them achieve their goals

Your team
You'll be working as part of Wealth Management USA. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

What we offer
Together. That's how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Take the next step
Fitting in at UBS means being passionate and motivated about what you do. If you like collaborating, are used to challenging others and being challenged in return, then you have the right attitude to thrive in our environment. Want to become part of our team? Apply now.

About us
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?