UBS

Financial Advisor Development Program - July 2025

UBS

Burnsville, NC 28135, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a driven and ambitious individual with a passion for finance? Do you thrive in a fast-paced and dynamic environment? If so, we have the perfect opportunity for you! UBS is seeking talented individuals to join our Financial Advisor Development Program starting in July 2025. This comprehensive program is designed to provide you with the skills and knowledge necessary to succeed as a Financial Advisor at one of the world's leading wealth management firms. We are looking for candidates who possess a strong work ethic, excellent communication skills, and a desire to build lasting relationships with clients. If you are ready to take the first step towards a successful career in finance, apply now!

  1. Develop a deep understanding of the financial services industry, including investment products, markets, and client needs.
  2. Participate in a rigorous training program to gain knowledge and skills in financial planning, sales, and relationship management.
  3. Develop and maintain relationships with clients, providing them with personalized financial advice and solutions.
  4. Meet and exceed performance targets, including asset growth, revenue, and client satisfaction.
  5. Stay updated on market trends and changes in the industry to provide clients with the most current and relevant advice.
  6. Collaborate with a team of experienced financial advisors to learn best practices and strategies for success.
  7. Utilize various technology platforms and tools to enhance client experience and streamline processes.
  8. Conduct thorough research and analysis to identify investment opportunities and make informed recommendations to clients.
  9. Comply with all regulatory requirements and maintain high ethical standards in all interactions with clients.
  10. Continuously seek professional development opportunities and stay up to date with industry developments to enhance job performance.
Where is this job?
This job is located at Burnsville, NC 28135, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Business, Or A Related Field.

  • Strong Communication And Interpersonal Skills.

  • Knowledge Of Financial Markets And Investment Strategies.

  • Demonstrated Leadership Abilities And A Drive To Succeed.

  • Relevant Internship Or Work Experience In Finance Or Related Industries.

Required Skills
  • Financial Planning

  • Sales

  • Investment Management

  • Risk assessment

  • Market analysis

  • Client Relationship Management

  • wealth management

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Advisor Development Program - July 2025 in Burnsville, NC 28135, USA is $50,000 to $75,000 per year. This can vary depending on the specific company and location, as well as the individual's experience and qualifications. Some financial advisor development programs may also offer additional benefits such as bonuses and commissions.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 13th, 2025
Apply BeforeSeptember 18th, 2025
This job posting is from a verified source. 
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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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