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Ubs Wealth Planning Analyst Jobs (NOW HIRING)

Mariner

Wealth Planning Analyst

Florham Park, NJ · On-site

$68K - $80K/yr

The Wealth Planning Analyst is an essential member of the wealth management team and serves as the starting point in the advisor career path. This role supports licensed advisors by coordinating ...

UBS

UGA Product Onboarding US Associate

New York, NY · On-site

$135K - $165K/yr

The team UGA provides alternative investment solutions for high-net-worth clients of UBS Wealth ... strong analytical and problem-solving skills, with sound judgment and attention to detail • ...

Vanguard

Wealth Planning Consultant

Charlotte, NC

As a Wealth Planning Consultant, Specialist with Vanguard, you'll be part of a team within the ... Analyze internal systems and processes to identify opportunities to improve the client experience ...

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How much do ubs wealth planning analyst jobs pay per year?

As of Aug 22, 2026, the average yearly pay for ubs wealth planning analyst in the United States is $73,261.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $87,000.00 per year, depending on experience, location, and employer.

What does a UBS Wealth Planning Analyst do?

A UBS Wealth Planning Analyst supports financial advisors and clients by developing customized financial plans, analyzing client portfolios, and conducting research on investment strategies. They use financial planning tools and data to help address clients’ needs in areas such as retirement, estate, tax, and insurance planning. Their role involves collaborating with other team members to deliver holistic wealth management solutions and ensure that client goals are met. Additionally, they stay updated on market trends and regulatory changes that may impact clients’ financial plans.

What are the key skills and qualifications needed to thrive as a UBS Wealth Planning Analyst?

To thrive as a UBS Wealth Planning Analyst, you need a strong background in finance, economics, or related fields, often supported by a bachelor's degree and relevant financial certifications. Proficiency with financial modeling tools, CRM systems, and platforms like Bloomberg and Excel is typically required. Excellent analytical thinking, interpersonal communication, and client-focused problem-solving skills help professionals excel in this role. These competencies ensure accurate wealth planning, effective client relationship management, and the delivery of tailored financial strategies.

What are some common challenges faced by a UBS Wealth Planning Analyst, and how can they be addressed?

As a UBS Wealth Planning Analyst, you may encounter challenges such as managing complex client financial situations, keeping up with constantly evolving regulations, and balancing multiple projects with tight deadlines. To address these, strong organizational skills and attention to detail are essential. Collaborating closely with senior advisors and leveraging in-house training resources can help you stay updated on best practices and regulatory changes. Open communication with team members and proactive time management will also support your success in this fast-paced, client-focused environment.

What is the difference between Ubs Wealth Planning Analyst vs Ubs Financial Advisor?

AspectUbs Wealth Planning AnalystUbs Financial Advisor
CredentialsTypically requires a bachelor's degree, CFP certification preferredRequires a bachelor's degree, CFP or Series 7/66 licenses often necessary
Work EnvironmentAnalytical, research-focused, supporting planning teamsClient-facing, providing personalized financial advice
Primary ResponsibilitiesFinancial analysis, planning support, data managementClient consultations, investment recommendations, portfolio management

Ubs Wealth Planning Analysts focus on financial analysis and planning support within the firm, while Ubs Financial Advisors directly engage with clients to provide tailored financial advice. Both roles require relevant certifications and work within the wealth management industry, but their daily tasks and client interaction levels differ significantly.

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Ubs Wealth Planning Analyst jobs near you
Infographic showing various Ubs Wealth Planning Analyst job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $73,261 per year, or $35.2 per hour.

Wealth Planning Analyst

Rockefeller Capital Management

Bridgeport, PA

Full-time

Re-posted 10 days ago

Job description

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.

Position

The Wealth Planning Analyst is a member of the Global Family Office Wealth Planning Center. The Wealth Planning Center is charged with coordinating the creation and implementation of financial plans for the firms Wealth Advisory divisions. In this capacity, the Wealth Planning Analyst will conduct in-depth data collection, analysis, and data entry with the aim of creating a strong financial plan. Analysts have and will continue to build a broad knowledge base in financial planning, estate and gift taxes, philanthropy, insurance, income tax planning, and investment management. This role is a key member of the collaborative, team-centric approach to client service across the firms' Wealth Advisory divisions.

Responsibilities
  • Gather extensive financial information to drive plan creation.
  • Enter client information into planning software.
  • Schedule and prepare materials for and participate in client meetings.
  • Leverage financial data to identify possible solutions to meet client needs and goals.
  • Engage specialists and partners to address client needs and deliver solutions.
  • Monitor and update client information and plan changes on a consistent basis.
  • Develop a broad understanding of all aspects of holistic financial planning, including but not limited to income and estate and gift tax planning and charitable planning.
Qualifications
  • Bachelor's degree
  • CFP designation preferred or the desire to obtain and/or maintain at least one firm approved designation.
  • Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
  • eMoney experience preferred
  • Strong organization skills and the ability to multitask and reprioritize within tight deadlines.
  • Excellent communication skills on complex matters, both written and oral
  • Enthusiastic and positive approach to problem-solving and client service
  • Strong collaboration and partnership skills
  • Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk.
  • Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way.
  • Minimum of 1-2 years of experience.
Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

Employment Type: FULL_TIME

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