
Website UBS
Job Description:
The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience.
Job Responsibilities:
- own all appointments and outreaches assigned
- explain financial markets and economic conditions to clients
- obtain your CFP designation, as part of our tuition reimbursement program
- promptly answer client phone calls, delivering exceptional service and advice
- build and deepen relationships in our existing client base by providing them with exceptional wealth management services and solutions
- launch a successful career in a growing wealth management business with strong earning potential and career advancement
- support back office operational functions that will help you learn how we operate and how to effectively serve our clientele
- partner closely with our High and Ultra High Net Worth teams across the country, preparing you to be a stronger candidate for placement on a team within our broader field organization
- collaborate with your team and beyond to solve client inquiries
- develop professionally through an extensive 9 month wealth management training curriculum led by a team of experienced professionals, internal business partners, and external partnerships
Job Requirements:
- a quick learner and have a growth mindset
- able to work in a fast-paced environment while being able to think clearly in complex situations
- client-focused
- background in business administration, financial planning, or finance (preferred)
- someone who is driven and consistently challenges the status quo
- SIE, Series 7, and Series 66 to be obtained within 150 days of employment (SIE may be completed prior to start, if desired)
- highly detail oriented and resourceful in leveraging resources to accomplish the task at hand
- completion of coursework on financial planning through a CFP Board Registered Program (preferred)
- ideally, you have a bachelor’s degree, or are expected to receive one in 2025
- an excellent listener and have strong communication skills, both verbal and written
Job Details:
Company: UBS
Vacancy Type: Full Time
Job Location: Philadelphia, PA, US
Application Deadline: N/A
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