UBS

Retirement Benefits Consultant, Workplace Wealth Solutions

UBS$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, or related field.
  • 5+ years of experience in retirement plan consulting or related financial services.
  • Strong knowledge of retirement plan legislation and compliance requirements.
  • Excellent communication skills with an emphasis on client relations.
  • Proven ability to analyze financial data and develop strategic recommendations.

Responsibilities

  • Manage client relationships and provide retirement plan consulting services.
  • Analyze client needs to design customized retirement solutions.
  • Ensure compliance with ERISA and other relevant regulations.
  • Conduct financial analysis to assess the performance of retirement plans.
  • Facilitate employee education sessions on retirement savings options.

Benefits

  • Flexible work hours and remote work options.
  • Comprehensive health insurance including medical, dental, and vision.
  • 401(k) retirement plan with employer matching contributions.
  • Generous paid time off policy including holidays and personal days.
  • Professional development opportunities and continuing education support.
Full Job Description
Retirement Benefits Consultant, Workplace Wealth Solutions

About UBS

UBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
Learn more about UBS
Size
71,697 employees
Market Cap
$64.8 billion
Industry
Founded
1854
5 Year Trend
-6.5%
NASDAQ

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