Wealth Planner, Global Access Desk
UBS
Are you an experienced estate planning professional? Does partnering with financial advisors and their largest and best clients on estate and financial planning issues motivate you?
We’re looking for someone like that who can:
• enhance the client acquisition, advisement and retention process by contributing sophisticated advice related to estate planning, wealth transfer and philanthropic planning
• educate financial advisors in the areas of wealth planning, estate and financial planning
• articulate a concise message to both the client and UBS financial advisor, as an advice provider in a comprehensive wealth planning context
Detailed salary information:
• New York: the salary range for this role is $135000 to $175000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
We’re looking for someone like that who can:
• enhance the client acquisition, advisement and retention process by contributing sophisticated advice related to estate planning, wealth transfer and philanthropic planning
• educate financial advisors in the areas of wealth planning, estate and financial planning
• articulate a concise message to both the client and UBS financial advisor, as an advice provider in a comprehensive wealth planning context
Detailed salary information:
• New York: the salary range for this role is $135000 to $175000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
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