Do you enjoy working closely with people to understand and support them on their financial journey? Does
financial planning excite you?
We’re looking for a financial planning professional to:
• work closely with clients to develop, present and manage financial plans
• lead discovery conversations with prospective clients to understand their objectives, needs and
comprehensive financial picture
• work within a team of colleagues to adapt, improve and best serve the client and team needs
• develop and maintain relationships with clients and advisors to ensure a cohesive team atmosphere and
superb client experience
• have or able to develop a deep understanding of MoneyGuidePro financial planning software
• have knowledge of all components of the financial planning process and the ability to work through them
with clients

Job Reference #

319327BR

City

Madison

Job Type

Full Time

Your team

You will be a part of dedicated team of financial planning professionals at the Burish Group. We help high net
worth and ultra-high net worth individuals and families meet their financial goals through a holistic wealth
management approach by delivering products and services specifically tailored for their needs. As a wealth
strategy associate, your role will be critical to ensuring the team delivers world class service to each and
every client.

Your expertise

series 7 and 66 licenses (or must acquire within 6 months of hire)
ideally 5 years of experience in client service within the financial services industry
Bachelor's degree or equivalent
CFP® (CERTIFIED FINANCIAL PLANNER®) professional or Candidate for CFP® certification excellent communicator, with top-notch interpersonal skills
analytical and logical (you can solve problems like nobody’s business)
team player with a willingness to learn, grow and receive feedback
self-motivated

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.