Financial Advisor Team Manager, UBS Wealth Advice Center

City

Charlotte, Weehawken

Job Type

Full Time

Country / State

United States - New Jersey, United States - North Carolina

Function Category

Management and Business Support

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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

You’ll be working as part of the Sales Management team managing Financial Advisors, from newly hired to experienced, at the Wealth Advice Center. Our UBS Wealth Advice Center's 250+ Financial Advisors serve ~300,000 clients with aggregate assets of nearly ~$20Bn
You will play a critical role in leading a team of Financial Advisors tasked with providing advice to clients and efficiently serving their needs while developing the team's overall skillset.

Your expertise

You have:
• the ability to commute to the Weehawken, NJ or Charlotte, NC office 4-days a week minimum
• a Bachelor's degree from an accredited institution
• SIE, Series 7, 66, 9, and 10 licenses required
• experience managing others or have worked in a similar position
• strong track record of success in previous positions
• excellent problem solver and collaborate well with other people and teams
• proficient with Microsoft Suite Applications, including Outlook, Word & Excel
• demonstrate self-confidence and driven with a proactive mindset
• able to manage projects independently while assuming a high level of responsibility

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.