Your job, as a UBS Investment Center Financial Advisor is to:

·         Deliver superior advice to clients through inbound and outbound call campaigns

·         Partner with the Senior Financial Advisors and Lead Financial Advisor on your team to analyze and assess client needs to help define their investment strategies

·         Seek to identify opportunity assets and develop net new assets and further identify an appropriate course of follow-up to leverage opportunities

·         Execute on specific branch tasks assigned to you by your Lead Financial Advisor (e.g., Insufficient Funds)

Skills and Abilities

·         Client-focused

·         Independent, motivated, proactive, and focused

·         Strong written and communication skills

·         Team player

·         Manages time efficiently

Qualifications

·         Minimum of 1 year of industry or call center experience

·         Series 7 licensed

·         Become Series 66 licensed within 90 days of hire date

·         High School Diploma or equivalent required; College Degree preferred

We can offer a stimulating working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards.  This position carries an attractive performance-related compensation and the support of our global experts at all times.

If you would like to work for a global organization where individual contribution counts and where your ambitions and abilities can make a difference, please apply for this position. 

It starts with you.

To apply, CLICK HERE

UBS is an equal opportunity employer.  We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker/dealer offering securities, trading, brokerage, and related products and services in the U.S. UBS Financial Services Inc. is a subsidiary of UBS AG.