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