Planning Specialist

Benefits

Parental leave

Not verified

Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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Market context

U.S. role benchmark (BLS OEWS)

$61,842 U.S. median for this role

Projected growth (BLS Employment Projections)

+1.9% - Slower

Matched to SOC 11-1021 - Operations aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Operations From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

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Application

Cover letter

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Assessment

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Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Planning Specialist We are looking for a Planning Specialist to work with a large advisory team in the Cincinnati Market. The ideal candidate is highly motivated, exceptionally organized, and has a passion for helping others create sound financial plans. This position works closely with the senior Wealth Management Advisor in charge of planning for the team. Responsibilities include: • Engaging with clients and prospects to help them understand and articulate their financial goals with respect to retirement, education, wealth preservation, and other. • Developing coherent and realistic financial plans that address the interrelated concerns - risk tolerance, growth requirements, time frames, investment instruments and structure, tax sensitivity, legal/regulatory considerations, etc. - involved in complex planning situations. • Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients. • Collect and input data into a range of planning software. Create reports, spreadsheets, etc. based on that data for presentation to clients. • Proactive collaboration with team members to maintain a positive, productive team environment. If you enjoy financial planning, and want to work with a respected, successful and engaged team committed to providing valuable, top-tier, planning advice to others, this position may be the one for you.

Read the full description at jobs.ubs.com. FewerJobs shows a preview and links to the original posting.