Senior Wealth Strategist

Job description

Are you an experienced estate planning professional? Does partnering with financial advisors and their largest and most sophisticated clients on estate and financial planning issues motivate you?

We’re looking for someone like that who can:

• enhance the client acquisition, advisory and retention process by contributing sophisticated advice related to estate planning, wealth transfer and philanthropic planning
• educate Financial Advisors in the areas of wealth planning, estate and financial planning
• articulate a concise message to both the client and UBS Financial Advisors, as an advice provider in a comprehensive wealth planning context
• prepare comprehensive analyses and review of a client's estate and wealth transfer planning, educate clients on opportunities for additional planning, and work on a multi disciplinary team serving UHNW clients and family offices