Job Description

Your role

Do you take pride in helping people and deliver an exceptional client experience? Are you passionate about helping others with their financial goals? 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 counsel 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
• 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 clients’ situation and present all appropriate solutions
• understand and adhere to compliance and operational procedures and requirements to protect our client’s
• develop professionally through ongoing wealth management training led by a team of experienced professionals, internal business partners across UBS, and external partnerships
• have the opportunity to obtain your CFP designation, as part of our tuition reimbursement program

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