Wealth Management Associate, UBS Wealth Advice Center

UBS•Charlotte, NC

9d•Hybrid

About The Position

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. This opportunity is for individuals who excel at fostering meaningful connections, demonstrating empathy, and achieving measurable results.

Requirements

Familiarity with probate processes, trust administration, and post-mortem services
An ability to work with diverse clients, including executors, trustees, and beneficiaries, often in emotionally sensitive situations
Proficiency in analyzing and completing complex cases with a high level of accuracy
Excellent written and verbal communication skills
SIE (mandatory), Series 7 and Series 66 (or equivalent) preferred or are able to obtain within 150 days of accepting the position
Undergraduate degree is mandatory
Emotionally sensitive, offering support to grieving beneficiaries while maintaining professionalism
Able to adjust to varying beneficiary and business needs, estate complexities, and evolving regulations
Adaptable with the capacity to remain composed and focused in high-pressure or emotionally charged situations
Highly detail-oriented, with a strong ability to prioritize tasks and meet deadlines
A natural problem-solver who collaborates seamlessly with individuals and teams
Proficient with Microsoft Suite Applications, including Outlook, PowerPoint, Word & Excel
Exhibits self-confidence and composure in high-pressure situations
Demonstrates a proactive mindset and a strong drive to succeed
Exceptional communicator, both verbally and in writing, with excellent listening skills
Capable of managing cases independently, with a high degree of ownership and responsibility

Nice To Haves

ideally 1+ years of experience in a relevant role preferred

Responsibilities

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
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