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 Apply Here careersvite.com
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