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 or related field.
  • 3-5 years of experience in retirement plan consulting.
  • Strong knowledge of ERISA regulations and compliance frameworks.
  • Excellent analytical and problem-solving skills.
  • Proficiency in retirement planning software and client management tools.

Responsibilities

  • Assess client retirement plan needs and goals.
  • Provide strategic recommendations for plan design and compliance.
  • Conduct regular audits to ensure plan adherence to regulations.
  • Deliver presentations and reports to stakeholders on retirement solutions.
  • Collaborate with cross-functional teams to optimize client offerings.

Benefits

  • Flexible work schedule and remote work options.
  • Comprehensive health, dental, and vision insurance.
  • 401(k) plan with employer matching contributions.
  • Professional development and continuing education opportunities.
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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