Retirement Plan Advisor, Workplace Wealth Solutions

About the role

The team You’ll join the Workplace Wealth Solutions (WWS) Retirement Plan Services team in Weehawken, NJ, one of the key growth engines within Global Wealth Management. WWS is a leading provider of retirement, equity compensation, and financial wellness solutions for companies and their employees, offering education and guidance that help drive financial success.

Full‑time position. Locations: Charlotte, Dallas, Nashville, Weehawken (primary Weehawken, NJ).

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland, providing diversified asset management solutions and focused investment banking capabilities, present in more than 50 markets worldwide.

Responsibilities

• deliver a full suite of retirement plan consulting services, including fiduciary investment advice, investment reporting, plan provider search support, fee benchmarking, and comprehensive annual reviews, supporting senior advisors in the delivery and execution of these services
• provide subject‑matter expertise throughout the sales process and deliver advice using a consistent, documented