Planning Specialist

Apply for the Planning Specialist role at UBS

We are looking for a Planning Specialist to work with a large advisory team in the Cincinnati Market. The ideal candidate is highly motivated, exceptionally organized, and has a passion for helping others create sound financial plans.

• Engaging with clients and prospects to help them understand and articulate their financial goals with respect to retirement, education, wealth preservation, and other.
• Developing coherent and realistic financial plans that address the interrelated concerns – risk tolerance, growth requirements, time frames, investment instruments and structure, tax sensitivity, legal/regulatory considerations, etc. – involved in complex planning situations.
• Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients.
• Collect and input data into a range of planning software. Create reports, spreadsheets, etc. based on that data for presentation to clients.
• Proactive collaboration with team members to maintain a positive, productive team environment.

If you enjoy financial planning, and want to work with a respected, successful and engaged team committed to providing valuable, top-tier, planning advice to others, this position may be the one for you.

Full-time

307592

Kenwood

You will be working with a large team in Cincinnati, Ohio that services over 250 households with approximately $1 billion assets under management.

• Ideally 2 years’ experience in a financial planning role
• Series 7 and 66 licenses
• The ability to work under pressure and manage complex situations and deadlines while maintaining a high attention to detail.
• Strong analytical, organizational, and project management skills.
• Excellent communication skills and the ability to collaborate well on a team.
• Good command of Microsoft Office and comfort learning and using complex planning software.
• Bachelor's degree, or equivalent, with a Finance or Planning focus a plus.
• CFP designation a plus.

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

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.

And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

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.