The Wealth Planning Analyst provides professional expertise and consultancy to create and deliver financial plans, propose wealth management opportunities, and deliver advice to clients and advisors.

You will-
Serve as a financial planning advocate and expert within the branch
Build relationships with financial advisors as a trusted partner
Develop and execute on a methodical process to engage clients and advisors
Provide professional expertise & consultancy by actively listening to clients' needs, utilizing resources to regularly review, assess and propose wealth management opportunities and tailored financial advice

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.