Financial Advisor, UBS Wealth Advice Center

City

El Segundo, Minneapolis, Nashville, Orlando, Philadelphia, San Francisco

Job Type

Full Time

Country / State

United States - California, United States - Florida, United States - Illinois, United States - Minnesota, United States - New Jersey, United States - Pennsylvania, United States - Tennessee

Function Category

Financial Advisors

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?

Contact Details

UBS Business Solutions SA
UBS Recruiting

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 affluent clients. At the WAC, we combine our digital tools with highly trained FAs 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 over ~300 professionals determined to help investors face the future with confidence.

Your expertise

You have:
• the ability to commute to the Weehawken, NJ office 5-days a week
• ideally, 2+ years of related work experience
• a bachelor’s degree from an accredited institution.
• SIE, Series 7, and Series 66 (required)
• CFP or completion of coursework on financial planning through a CFP Board Registered Program (preferred)
• demonstrate a pattern of success in your career and experienced in delivering advice and guidance to retail client’s or prospective client’s
• excellent client relationship management skills and client-focused, always putting the interests of the client’s ahead of your own
• an excellent listener and have strong communication skills, both verbal and written
• a quick learner with a growth mindset and driven while consistently challenging the status quo
• able to work in a fast-paced environment while being able to think clearly in complex situations as well as highly detail oriented and resourceful in leveraging resources to accomplish the task at hand
• proficient with Microsoft Suite Applications, including Outlook, Word & Excel

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.

How we hire

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