UBS Financial Services Inc (Karen G Pauling)

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Our team is dedicated to helping businesses and individuals plan for retirement. Whether we are partnering with Retirement Plan Sponsors, Retirement Plan Participants or Individual Clients we take a collaborative approach to help address the challenges of today's retirement plan landscape. We are a niche team within UBS and we specialize with providing Retirement Plan Consulting Services to a number of LA and Orange County based businesses. We pride ourselves on helping employers and employees make wise decisions today for their financial future. UBS has about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? We're a top employer: In 2016, we were ranked in the Global Top 50 most attractive employers for the 8th time in a row by Universum Research. Who we are: We offer wealthy individuals around the world a complete range of tailored advice and investment services. We have clear goals: to deliver sophisticated advice, to make every interaction with our clients effortless and engaging, and to always act in the best interests of our clients (and society too). What we do: Our services range from investment management to wealth planning and corporate finance advice, not to mention specific products and services. We?re aligned to different markets, like Europe and Emerging Markets, APAC, Switzerland and Global Ultra High Net Worth Individuals. And we have additional functions like the Chief Investment Office, Investment Platforms and Solutions, and the Chief Operating Office. Together we protect and grow our clients' wealth over generations. We all work together to provide our clients with the ideas and investment performance they want. And we recognize (and reward) individual and team efforts. We, not just me: Together. That's how we do things. We act with integrity, respecting and trusting one another. That?s what makes our partnerships with colleagues and clients successful and long lasting.

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20 Pacifica Suite 1500
Irvine, CA 92618
United States
Program(s) 
Academic Internship
Service Learning
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