We are looking for a Wealth Planning Associate to:

• partner with Financial Advisors to help provide comprehensive financial planning services to UBS clients and help identify sound solutions to help our Financial Advisors meet our client's needs.

• work with our UBS financial advisors to evaluate client needs, create customized financial plans,
participate in and/or lead financial planning, and client discovery conversations.

• provide clients with advice and solutions to help them achieve their goals.

• support the office leadership team with various key business initiatives.

Detailed salary information:
• New York: the salary range for this role is $65000 to $85000
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.