Wealth Planning Analyst Program - San Francisco Private WM

Job description

City

San Francisco
Job Type

Full Time
Country / State

United States - California
Function Category

Wealth Planning
What we offer

UBS offers talented individuals around the world a challenging, diverse and supportive working environment in which passion, commitment and hard work are valued and rewarded.

Why UBS? Watch the video
Take the next step

Fitting in at UBS means being passionate and motivated about what you do. If you like collaborating, are used to challenging others and being challenged in return, then you have the right attitude to thrive in our environment. Want to become part of our team? Apply now.
Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Desired profile

Your experience and skills

• At least 3 years of full-time work experience, with a track record of success*
• Candidates will need to come in with or obtain their Series 7, 66 and CFP.
• High level of integrity
• Exceptional listening and communication skills
• Strong interpersonal skills and high emotional intelligence
• Service orientation
• Entrepreneurial spirit and strong work ethic
• Organization skills
• Ability to work in a high pressure and fast paced environment
• Strong reasoning and analytical skills
• A desire to continuously learn and develop
• A basic understanding of the wealth management business
• Team player with ability to work independently

*exceptions to the three-year experience requirement will be considered for individuals who have passed the CFP exam and/or have graduated from a CFP Board Registered academic program.

All applicants must have full-time US work authorization, as this role is not eligible for sponsorship by the Firm.