Austin, California, USA
2 days ago
Associate Wealth Strategist
Are estate and gift tax planning your passion? 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 you who can:
• independently review estate planning documents (e.g., Wills, Living Trusts, and Irrevocable Trusts, documents governing family business entities) to create a current estate analysis, including estimated estate and income tax calculations
• assist with modeling wealth transfer and philanthropic strategies for clients
• perform research on income, estate, gift, generation-skipping transfer (GST) tax and philanthropic issues
• assist with the team's administrative tasks and intellectual capital platform on an as-needed basis

Detailed salary information:
• Los Angeles: the salary range for this role is $200000 to $250000
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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