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Financial Planning Specialist — Build Clients' Strong Futures
Job in
Kenwood, Hamilton County, Ohio, USA
Listed on 2026-01-22
Listing for:
UBS
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading global wealth manager is seeking a Planning Specialist in Kenwood, Ohio to collaborate with a large advisory team. This full-time role involves engaging with clients to articulate financial goals, developing detailed financial plans, and utilizing planning software. Candidates should have strong analytical and communication skills, with experience in financial planning and relevant licenses. A degree with a finance focus is preferred.
Embrace a supportive team culture and the opportunity for growth within a respected organization.
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