Financial Advisor Training Manager, UBS Wealth Advice Center

City

Dallas, Weehawken

Job Type

Full Time

Country / State

United States - New Jersey, 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 (WAC) is a team of wealth management professionals dedicated to providing financial solutions and quality advice and guidance to emerging affluent clients.

At the WAC, we combine our digital tools with highly trained financial advisors to offer an industry-leading hybrid digital advice model. Founded in 2007, the WAC has developed into a national platform that delivers advice to 200k+ clients, with over $20B in AUM.

The WAC is committed to building a culture centered on equity and inclusion by deliberately cultivating a diverse team. By creating an inclusive and diverse environment, we more effectively represent, understand, and provide for our clients. At the WAC, we emphasize education and expertise, this is why many of our FAs hold or are pursuing the CFP ® designation. We are a dedicated team of 300+ professionals determined to help investors face the future with confidence.

Your expertise

• earned a degree
• SIE, Series 7, 66 licensed (required)
• Series 9/10 (preferred)
• ideally 2+ years' experience in financial services, coaching and developing others around you (preferred)
• a strong verbal and written communicator, comfortable interfacing with colleagues at all levels
• resourceful in leveraging internal and external sales and support desks to facilitate training needs
• proficient with Microsoft Suite Applications, including Outlook, Word & Excel
• an individual that demonstrates self-confidence and the ability to maintain composure in challenging environments

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $70000 to $93000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.