Tuesday , May 21 2024

UBS Career – Wealth Advice Center

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 2022
  • 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

Apply Here