Financial Advisor (Legacy Transition Team), UBS Wealth Advice Center
Attention all financial experts! Are you passionate about helping clients navigate through complex financial decisions? Do you have a desire to make a meaningful impact on individuals' financial legacies? If so, we have the perfect opportunity for you. UBS Wealth Advice Center is seeking a skilled Financial Advisor to join our Legacy Transition Team. In this role, you will work closely with clients to design and implement tailored financial plans that align with their long-term goals. As a member of our team, you will have the opportunity to collaborate with a group of highly experienced professionals and make a positive impact on our clients' financial journeys. If you possess a strong understanding of financial markets and have a track record of delivering exceptional client service, we invite you to apply for this exciting position. Join us at UBS and help us shape the future of our clients' legacies.
- Meet with clients to assess their financial needs and goals.
- Develop comprehensive financial plans for clients that align with their long-term goals.
- Stay up-to-date on financial markets and trends to provide informed recommendations to clients.
- Provide personalized investment advice to clients based on their risk tolerance and financial objectives.
- Collaborate with a team of experienced professionals to deliver exceptional client service.
- Communicate complex financial concepts in a clear and understandable manner to clients.
- Monitor and review clients' financial plans on a regular basis and make adjustments as needed.
- Assist clients with legacy planning, including estate planning and wealth transfer strategies.
- Act as a trusted advisor for clients, building long-term relationships based on trust and integrity.
- Continuously strive to improve client satisfaction and retention through proactive communication and exceptional service.
- Adhere to all regulatory and compliance requirements in the financial industry.
- Participate in networking and business development activities to attract new clients to the firm.
- Maintain accurate and detailed client records and documentation.
- Collaborate with other departments within the firm, such as legal and tax, to provide comprehensive financial solutions for clients.
- Continuously enhance knowledge and skills through ongoing training and professional development opportunities.
Bachelor's Degree In Finance, Economics, Or A Related Field.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.
Minimum Of 3-5 Years Of Experience In Financial Planning Or Wealth Management.
Strong Understanding Of Legacy Planning And Transition Strategies For High Net Worth Clients.
Series 7 And Series 66 Licenses, As Well As Any Other Necessary Securities Registrations.
Risk Management
Financial Analysis
Portfolio Management
Client Relationship Management
wealth management
Asset allocation
Retirement planning
Estate Planning
Tax Planning
Investment Strategies
Asset
Legacy Planning
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Financial Advisor (Legacy Transition Team), UBS Wealth Advice Center in North Carolina, USA is $76,000 - $120,000 per year. This may vary based on factors such as experience, location, and performance.
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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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