Wealth Analyst


: $119,220.00 - $127,920.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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Do you like working directly with Financial Advisors and their clients? Do you follow the markets, even in your spare time? Does financial planning excite you? If so, we are looking for someone who can:* Work with Financial Advisors to evaluate client needs, create customized financial plans and deliver the features and benefits of UBS Advisory programs* Effectively communicate the UBS Advisory value proposition* Assist in strategic client reviews, helping Advisors implement Advisory solutions on behalf of their client's holistic wealth management plan, utilizing the UBS Wealth Way strategy* Help Advisors create more scalable practices, through the implementation of CIO-led, model based portfolios and/or implementation of our digital advice offering, leveraging UBS's financial planning capability* Support Advisors in attracting new relationships and assets to the firm
Associated topics: business, business analyst, consult, financial analytic, forecasting, investment analyst, investment banking, investment fund, market, strategy * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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