Senior Wealth Strategist

City

Houston

Job Type

Full Time

Country / State

United States - Texas

Function Category

Client advisory / Relationship management

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

Your team

As a Senior Wealth Strategist in the UBS Advanced Planning team, you partner with financial advisors to proactively engage Ultra High Net Worth clients and prospects with a net worth of $50M and above in a dialogue surrounding advanced wealth transfer and philanthropic strategies, and the integration of those strategies with their investment portfolios.
You will prepare comprehensive analysis and review of a client's estate plan (on an individual and entity basis), educate clients on opportunities for additional planning and work with a client’s existing tax and legal advisors. You will serve as a member of UBS's in-house "think-tank," by creating timely articles on income tax planning for internal and external publications and participating in speaking engagements.

Your expertise

• JD or LLM
• ideally 8+ years experience at an accounting firm or in a law firm in private practice; or ideally 5+ years experience at a law firm or accounting firm plus ideally 2+ years industry experience
• active Series 7 and 66 (or are required to obtain them within 90 days of hire)
• expertise, skills and experience with the following areas, techniques and strategies: personal income, estate, gift, trust, and partnership tax disciplines; family limited partnerships and LLCs; corporate income tax; advanced wealth transfer planning techniques; philanthropic planning; planning with concentrated stock positions, incentive benefits, non-qualified stock options, incentive stock options, and restricted stock
• significant experience working with ultra high net worth clients and family offices
• strong collaboration skills working with internal estate planning attorneys to provide comprehensive tax advice to clients
• a network to participate in external activities that raise the profile of UBS Wealth Management in the ultra-high net worth market, particularly among attorneys and accountants as centers of influence
• additional advanced degrees and other relevant professional certifications such as MS in Tax, LLM, CFP, MBA
• able to interact with senior management, financial advisors, product areas, and field experts
• skilled at working with a high degree of autonomy, set priorities and manage deadlines
• organized and have strong project coordination skills
• a team-player, enthusiastic and positive, polished, poised and professional
• self-motivated and pro-active

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.