Wealth Management Associate - Legacy Transition Team

Ready to take your career to the next level? As an Associate on the Legacy Transition Team in the Wealth Advice Center (WAC), you will guide beneficiaries through the complex process of estate settlement and asset transfer. You will be tasked with facilitating a smooth distribution of wealth according to the decedents wishes while offering peace of mind during a challenging time, preserving both financial and emotional well-being for all involved.

If you excel at fostering meaningful connections, demonstrating empathy, and achieving measurable results, this opportunity could be the perfect fit for you!

Full Time

343702

Charlotte, Dallas, Weehawken

Ready to take your career to the next level? As an Associate on the Legacy Transition Team in the Wealth Advice Center (WAC), you will guide beneficiaries through the complex process of estate settlement and asset transfer. You will be tasked with facilitating a smooth distribution of wealth according to the decedents wishes while offering peace of mind during a challenging time, preserving both financial and emotional well-being for all involved.

If you excel at fostering meaningful connections, demonstrating empathy, and achieving measurable results, this opportunity could be the perfect fit for you!

We are looking for someone who can:

• Build and deepen relationships by providing exceptional wealth management services and solutions helping retain assets and drive various business initiatives that are in line with the WAC’s growth plan
• Continue a successful career in a growing wealth management business with strong earning potential and career advancement
• Accept referrals from other lines of business, owning all appointments and outreaches assigned in an effort to deliver guidance and a white glove experience
• Understand and adhere to compliance and operational procedures and requirements
• Develop professionally through ongoing wealth management training led by a team of experienced professionals, internal business partners across UBS, and external partnerships
• Collaborate with internal teams to address beneficiary concerns and deliver optimal solutions
• Act as a brand ambassador, ensuring our values and vision are effectively communicated to the public
• Manage timelines and resources effectively to deliver high-quality results
• Promote a culture of excellence

The UBS Wealth Advice Center is a UBS branch with locations in Weehawken, New Jersey;
Charlotte, North Carolina; and Dallas, Texas, focused on delivering consistent, high quality advice and guidance to Emerging Affluent clients through a scalable, relationship based service model.

Our team currently supports more than 250,000 clients nationwide. Clients are served by a team of over 400 dedicated professionals, including Financial Advisors and Team Associates, who work directly with clients—primarily over the phone to understand their individual needs and help them make informed decisions in support of their long term financial goals.

You’ll be working as part of the Legacy Transition Team acting as a key liaison between beneficiaries and internal teams, offering clear guidance while addressing any challenges that may arise during the complex process of asset transitioning from decedents.

The UBS Wealth Advice Center leadership team supports career advancement and internal mobility to help guide your career journey  new UBS Wealth Advice Center employees must commit to staying in the WAC for a minimum of three years before becoming eligible to transfer to another role internally.

You have:

• ideally 1+ years of experience in a relevant role preferred
• Familiarity with probate processes, trust administration,…