Estate & Legacy Transition Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
UBS is seeking an Associate on the Legacy Transition Team within the Wealth Advice Center (WAC) to guide beneficiaries through estate settlement and asset transfers, ensuring a smooth distribution in line with the decedent's wishes and providing peace of mind during a difficult time.
The role involves building relationships, managing referrals, adhering to compliance, and collaborating with internal teams to deliver high‑quality wealth management solutions.
This opening is for the Estate & Legacy Transition Advisor role at UBS.
We would love to welcome a new Estate & Legacy Transition Advisor to our team in Weehawken, NJ, United States.
For the Estate & Legacy Transition Advisor position at UBS, we are reviewing applications now.
Step into the Estate & Legacy Transition Advisor role at UBS in Weehawken, NJ, United States and grow with us.
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