Financial Advisor - Wealth Advice Center

Job description

City

Charlotte, Weehawken
Job Type

Full Time
Country / State

United States - New Jersey, United States - North Carolina
Function Category

Wealth Planning
What we offer

Together. That's how we do things. We offer talented people around the world a supportive, stimulating and diverse working environment. We'll value your passion and commitment. And reward your performance.

Why UBS? Video
Take the next step

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
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

You'll be working in the Wealth Advice Center in either Weehawken, NJ or Charlotte, NC.
About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?

Desired profile

Your experience and skills

* A minimum of 2 years recent work experience as an Investment Representative from a Wealth Management firm, preferably from an inbound and outbound phone based environment required
* Knowledge of Account Opening procedures for NRA (IRMA documentation and process, Account Opening Structures, Client Confidentiality
* Series 7 required. Will need to take and successfully pass the Series 66 within 60 days of employment
* Bachelor's Degree preferred but not mandatory
* Candidates must be proficient with Microsoft Suite Applications, including Outlook, Word & Excel
*Excellent listening & outstanding communication skills both verbal and written
*Demonstrates self confidence and the ability to maintain composure in a challenging environments
*Ability to handle client concerns with tact and professionalism