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Wealth Planner, Vice President

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  • Requisition # 10033315-WD
  • Job Type Day
  • Location Tempe, ARIZONA
  • Brand
  • Date Posted 02/06/2020

Your potential. Your opportunity.

Description

Are you passionate about creating an exceptional client experience?

Discover your opportunity with Union Bank, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we care about the details that matter most to our clients. We have our clients’ best interest in mind, drawing on more than 150 years of experience to understand their distinct needs and tailor our solutions. We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group. Trust starts with a culture of putting people first and empowering you to achieve your potential. Join Union Bank, where being inspired is expected and creating results is rewarded.

Job Summary:

The Wealth Planner prepares analysis to support wealth plans for core affluent business owners, corporate executives, families and individuals. Provides wealth planning support to the core affluent relationship managers in the $250,000+ of investable assets space.


Major Responsibilities:

Works with Priority Relationship Advisors to: Organize and assess quantitative information and documents while reinforcing use of core affluent profile tool Identify and evaluate financial scenarios and alternatives. Develop a comprehensive strategy based on client’s overall goals, risks and objectives Develop a personalized asset allocation strategy inclusive of insurance planning, education planning and retirement planning. Gather, consolidate and input collective data to create a wealth plan in a timely fashion for delivery back to the PRA. May conduct joint appointments over the telephone with clients and prospects This position will work as a central support function to relationship managers throughout the national footprint.

Qualifications

Requirements:
  • 2-5 years of wealth planning experience required.
  • Bachelor's Degree in Finance or related field
  • CFP designation required.
  • Work experience with Moneyguide Pro, Naviplan or comparable planning programs required. \
  • Ability to perform under tight deadlines and deliver results.
  • Must be detailed oriented with creative problem solving abilities, good interpersonal skills, and be a team player.
  • High level of proficiency with MS Excel, PowerPoint, and Word.

The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.


We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.


A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

  • Job Wealth Management
  • Primary Location Tempe, Arizona
  • Shift Day
  • Schedule Full Time
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