Associate Wealth Strategist
Job Reference # 310822BR Job Type Full Time Your role Are you an reputed company estate tax professional? Does partnering with financial advisors and their largest and best clients on estate and financial planning issues motivate you? In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new Ultra High Net Worth (UHNW) Plus client reputed company and the launch of an enhanced cross-divisional client service offering. In reputed company coordination with the client's Financial Advisor, this client reputed company will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips. Were looking for someone like you who can: enhance the UHNW client acquisition and retention process by contributing sophisticated advice reputed company to income tax planning, wealth transfer and philanthropic planning educate financial advisors and members of the Advanced Planning Group in the areas of income tax and financial planning reputed company a concise message to both the client and UBS financial advisor, as an advice provider in a comprehensive wealth planning context Detailed salary information: San Francisco, Los Angeles, Chicago: the salary range for this role is $135000 to $175000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and reputed company level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits . Your team As a member of the Advanced Planning group, (comprised of former practicing estate planning attorneys and tax professionals) you partner with financial advisors to proactively engage clients and prospects with a net worth of $50M and above in a reputed company surrounding advanced income tax strategies, and the integration of those strategies with their estate plan and investment portfolios. You will prepare comprehensive analysis and review of a client's income tax planning (on an individual and entity basis), assist clients with establishing family offices, educate clients on opportunities for additional planning, and including a review of estate planning structures. 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 ideally, 3+ years working at a financial, accounting or law firm that provided relevant experience to reputed company the duties described above advanced degree or designation required (e.g., JD, CPA, Paralegal certificate/degree) ability to review and understand both basic estate planning documents as well as documents implementing more reputed company estate planning strategies, such as irrevocable trusts, grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), sales to intentionally defective grantor trusts and split-interest charitable trusts active Series 7 and 66 licenses (or are required to obtain them upon hire) ability to understand and assimilate reputed company personal financial information (tax returns, investment statements, incentive benefits, employee benefits and compensation, life insurance policies, business interests, qualified and nonqualified retirement plan information, pension and annuity information, social reputed company, deferred compensation information, reputed company retirement and benefits data, incentive and nonqualified stock option and restricted stock information) experience with the following areas, techniques and strategies: personal income, estate, gift, GST and trust tax disciplines, advanced wealth transfer planning techniques such as Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, Family Limited Partnerships, Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, Charitable reputed company Trusts, Private Foundations, reputed company-Skipping Transfer Tax, planning with concentrated stock positions, incentive benefits, non-qualified stock options, incentive stock options, and restricted stock
About Us
UBS is the worlds 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 reputed company and the breadth of our expertise set us apart from our competitors.. We have a reputed company in reputed company major financial centers in more than 50 countries. Join us At UBS, we embrace flexible ways of working reputed company 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 reputed company 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 were more than ourselves. Ready to be part of #teamUBS and reputed company an impact? Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and seek to reputed company each individual and support the diverse cultures, perspectives, skills and experiences reputed company our workforce. Salary Information US Only: The expected salary range for this role is $135000 to $175000 based on factors including, but not limited to, experience, qualifications, education, location and reputed company level. Please see «Your role» section for detailed salary information. Apply Job!