Wealth Strategies Analyst, Assistant Vice President – San Fr…

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Company: Union Bank
Location: Los Angeles, CA

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Are you passionate about creating an exceptional client experience?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group.

Job Summary:


The Wealth Strategies Analyst prepares analysis to support comprehensive and modular wealth plans for affluent business owners, corporate executives, families and individuals.

Major Responsibilities:

You would work with Wealth Strategists on the following:

  • You will organize and assess quantitative information and documents

  • You will identify and evaluate financial scenarios and alternatives

  • You will develop written recommendations

  • You will assist in the implementation and monitoring of strategies in conjunction with internal wealth specialists and external professionals

In addition, you will prepare sophisticated financial modeling and develop creative strategies using your vast knowledge in the areas of:

Tax planning

  • Equity risk management

  • Investment planning, insurance planning

  • Debt management

  • Estate and charitable planning

  • Business succession planning

  • Retirement planning

Qualifications:

Additional Information:

  • You have 2-5 years of sophisticated wealth planning experience.

  • Bachelor’s Degree in finance or related field and CFP designation required.

  • You have work experience with Moneyguide Pro, eMoney, WealthTec, Naviplan or comparable planning programs.

  • Ability to perform under tight deadlines and deliver results in your role.

  • You have project management experience.

  • You are detail oriented with creative problem-solving abilities, good social skills, and be a standout colleague.

  • High level of proficiency using your full Microsoft office suite including Outlook, MS Excel, PowerPoint, and Word.

  • CPA, JD, LLM Professional Designations Preferred


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.