Financial Advisor Team Manager, UBS Wealth Advice Center

City

Charlotte, Dallas, Weehawken

Job Type

Full Time

Country / State

United States - New Jersey, United States - North Carolina, United States - Texas

Function Category

Management and Business Support

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team

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.

Our team currently serves over 200,000 clients. Our clients are served over the phone by a team of more than 300 professionals including both Financial Advisors and Client Service Associates who work individually with clients to understand their needs and assist them in achieving their goals.

You’ll be working as part of the leadership team managing Financial Advisors and will play a critical role in mentoring and guiding them to achieve their performance targets while delivering an excellent client experience.

Your expertise

• a Bachelor's degree
• SIE, Series 7, 66 and 9/10 licenses
• ideally, 3+ years experience in a relevant role
• experience managing others or have worked in a similar position with proven success
• a strong desire to build relationships enhancing an established culture
• excellent written and verbal communication skills
• ability to think strategically and articulate thoughts in a clear and professional manner
• known for driving results and inspiring others to achieve their best
• a natural problem-solver who collaborates seamlessly with individuals and teams
• demonstrates a proactive mindset and a strong drive to succeed
• able to lead and positively influence others, fostering a productive and supportive environment

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Salary information

US Only: The expected salary range for this role is $120000 to $160000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.