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.