Your role

Do you take pride in helping people and delivering an exceptional client experience? Do you have experience as a licensed financial advisor with a track record of success? We're looking for someone like you, who can provide advice and guidance to our existing Wealth Advice Center clients via our digital hybrid advice model.

• build and deepen relationships in our existing client base by providing exceptional wealth management services and solutions
• continue a successful career in a growing wealth management business with strong earning potential and career advancement as well as explore the opportunity to obtain your CFP designation, as part of our tuition reimbursement program
• accept referrals from other lines of business, owning all appointments and outreaches assigned in an effort to deliver financial advice, guidance and a white glove experience
• use our financial planning tools to gain a full understanding of our client's situation and present all appropriate solutions
• understand and adhere to compliance and operational procedures and requirements to protect our clients
• develop professionally through ongoing wealth management training led by a team of experienced professionals, internal business partners across UBS, and external partnerships

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 ~$18B 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 ~400 professionals determined to help investors face the future with confidence.

The UBS Wealth Advice Center leadership team supports career advancement and internal mobility and will help guide you in your career journey at UBS. All new UBS Wealth Advice Center employees must commit to staying in the WAC for a minimum of three years before becoming eligible to transfer to another role internally.

Your expertise

• ideally, 2+ years of related work experience
• bachelor's degree required
• 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
• experienced in delivering advice and guidance to retail clients or prospective clients
• excellent client relationship management skills
• client-focused, always putting the interests of the client's ahead of your own
• excellent listener with strong communication skills, both verbal and written
• driven and consistently challenge the status quo
• able to work in a fast-paced environment while being able to think clearly in complex situations
• 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.

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.