We are looking for a Wealth Planning Associate to work with a management team in the Manhattan Wealth Management Market. The ideal candidate is highly motivated, exceptionally organized, and has a passion for helping others create sound financial plans.

Responsibilities include:
• Engaging with clients and prospects to help them understand and articulate their financial goals with respect to retirement, education, wealth preservation, and other.
• Developing coherent and realistic financial plans that address the interrelated concerns – risk tolerance, growth requirements, time frames, investment instruments and structure, tax sensitivity, legal/regulatory considerations, etc. – involved in complex planning situations.
• Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients.
• Collect and input data into a range of planning software. Create reports, spreadsheets, etc. based on that data for presentation to clients.
• Proactive collaboration with team members to maintain a positive, productive team environment.

If you enjoy financial planning, and want to work with a respected, successful and engaged team committed to providing valuable, top-tier, planning advice to others, this position may be the one for you.

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.