[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All UBS jobs](https://jobs.opennash.com/companies/ubs/) · [Search jobs](/search/)

UBS · United States

# Wealth Planner

United States Executive & Management 

Listed on UBS’s official careers site. Listed as of October 20, 2026. Check that it is still open and apply there.
[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=349259)

[OpenNash Jobs](https://jobs.opennash.com/) / [UBS](https://jobs.opennash.com/companies/ubs/) / Wealth Planner

## Job description

Are you very well organized? Do you like taking ownership for your own task portfolio? Do you enjoy analyzing complex situations to come up with a solution?

We're looking for someone to:

- be responsible for the facilitation of UBS fiduciary instruments, referral of life insurance and other related Wealth Planning solutions

- actively supporting Client Advisors (CAs) in client meetings, presentations and after-sales activities relating to wealth planning advisory, including but not limited to asset ownership and asset transfer

- follow legal, political, tax and economic developments in specific countries and apply this knowledge to client situations

- participate in marketing events, road shows in-lined with both Wealth Planning & UHNW and Global Wealth Management (GWM) Sector specific initiatives and strategies

- act as facilitator for CAs in relation to Product Development and business growth

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: United States[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=349259)

## More jobs at UBS

### [APAC FX / Commodities Strategist](https://jobs.opennash.com/companies/ubs/jobs/939e152e392d7782dd06/)

United States

### [Associate Director, Engineer](https://jobs.opennash.com/companies/ubs/jobs/721a424799217874a8ac/)

United States

### [Associate Director, Scrum Master, Payments Money Movement](https://jobs.opennash.com/companies/ubs/jobs/f58e1311a6b6d2669bc0/)

United States

### [Associate Director, Tech Risk Specialist](https://jobs.opennash.com/companies/ubs/jobs/9897750fdf35c9cd5f92/)

United States

### [Associate Director, Tech Support Specialist](https://jobs.opennash.com/companies/ubs/jobs/9ebdde5fd4e44dbb749c/)

United States

## Similar jobs at other companies

### [Wealth Planner](https://jobs.opennash.com/companies/huntington-bank/jobs/1892df627748af4428c6/)

Huntington Bank · Pittsburgh, PA

### [Wealth Planner](https://jobs.opennash.com/companies/huntington-bank/jobs/24362e86c59e191b5657/)

Huntington Bank · Cincinnati, OH Indianapolis, IN

### [J.P. Morgan Wealth Management - Executive Director, Advanced Planner Wealth Advisor](https://jobs.opennash.com/companies/jpmorganchase/jobs/5f1ea8516afb67d4ab9f/)

JPMorganChase · Palo Alto, CA, United States

### [J.P. Morgan Wealth Management - Executive Director, Advanced Planner Wealth Advisor](https://jobs.opennash.com/companies/jpmorganchase/jobs/34d1c337bc3d851314e8/)

JPMorganChase · San Francisco, CA, United States

### [Private Wealth Management Senior Wealth Planner](https://jobs.opennash.com/companies/us-bancorp/jobs/f4a178ca460bfce8d928/)

US Bancorp · Seattle, WA

OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)