Legacy Transition Wealth Advisor
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
UBS in the Wealth Advice Center seeks an Associate to guide beneficiaries through estate settlement and asset transfers, delivering clarity and peace of mind during a challenging time while preserving financial well‑being for all involved.
You will build relationships with executors, trustees, and beneficiaries, handle referrals, ensure compliance, and collaborate with UBS teams to deliver a white‑glove experience and strong outcomes.
The following opportunity is for a Legacy Transition Wealth Advisor with UBS.
The position is based in Charlotte, AR, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 60.000 - 77.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Legacy Transition Wealth Advisor role in the description above.
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