Industry: Financial Planning Consultants,Investment Advisory Service,Financial Planners

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Our Team at Brackett Martin Wealth Management – UBS Financial Services Inc.

Financial Planning Consultant

Are you passionate about helping clients achieve their financial goals? Do you have a strong background in financial planning and investment advisory services? If so, we want you to join our team at Brackett Martin Wealth Management – UBS Financial Services Inc.

About Us:

• Established in 2005, Brackett Martin Wealth Management is a leading wealth management firm located in New York City.
• We are affiliated with UBS Financial Services Inc., a global financial services company with a presence in over 50 countries.
• Our team of experienced professionals is dedicated to providing tailored financial solutions to high-net-worth individuals, families, and businesses.

Job Description:

As a Financial Planning Consultant at Brackett Martin Wealth Management, you will be responsible for:

• Conducting comprehensive financial assessments for clients to identify their financial goals and objectives.
• Developing personalized financial plans that incorporate investment strategies, retirement planning, estate planning, and risk management.
• Monitoring clients’ financial progress and making recommendations for adjustments to their financial plan as needed.
• Collaborating with our team of wealth management professionals to deliver exceptional service to clients.

Qualifications:

We are looking for candidates who meet the following qualifications:

• A bachelor’s degree in finance, economics, or a related field.
• Minimum of 3 years of experience in financial planning or investment advisory services.
• Strong knowledge of financial markets, investment products, and wealth management strategies.
• Excellent communication and interpersonal skills.
• Certified Financial Planner (CFP) designation is preferred.

Why Join Us:

When you join Brackett Martin Wealth Management, you will have the opportunity to:

• Work with a dynamic team of professionals who are passionate about helping clients achieve financial success.
• Gain access to UBS’s global resources and technology to enhance your skills and knowledge.
• Receive competitive compensation and benefits package, including health insurance, retirement savings plan, and professional development opportunities.
• Make a meaningful impact on the lives of our clients by providing personalized financial solutions that help them reach their financial goals.

Apply Now:

If you are ready to take the next step in your career and join a top wealth management firm, we encourage you to apply on this page. Join us at Brackett Martin Wealth Management – UBS Financial Services Inc. and help us deliver exceptional financial planning and investment advisory services to our clients.