Planning Client Associate

City

Madison

Job Type

Full Time

Country / State

United States - Wisconsin

Function Category

Business management, administration and support, Finance

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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

You will be a part of dedicated team of financial planning professionals at the Burish Group. We help high net worth and ultra-high net worth individuals and families meet their financial goals through a holistic wealth management approach by delivering products and services specifically tailored for their needs. As a client associate, your role will be critical to ensuring the team delivers world class service to each and every client.

Your expertise

• bachelor's degree or equivalent
• education or work experience in personal financial planning
• CFP® (CERTIFIED FINANCIAL PLANNER®) professional or desire to work toward achieving the CFP® certification
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody’s business)
• team player with a willingness to learn, grow and receive feedback
• self-motivated

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.