UBS
A global wealth management firm is seeking a highly motivated Planning Specialist to join their Cincinnati advisory team. The role involves engaging clients to develop customized financial plans, quantifying financial goals, and collaborating with team members to deliver top-tier service. Ideal candidates should have at least 5 years of experience in financial planning or tax accounting, showcasing strong analytical and organizational skills. A bachelor's degree in a related field is preferred, along with proficiency in Microsoft Office and planning software.
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