UBS

UBS Wealth Advice Center, Financial Advisor

UBS

New Jersey, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to UBS Wealth Advice Center, where we help our clients achieve their financial goals and secure their financial future. As a Financial Advisor at UBS, you will have the opportunity to work with a diverse range of clients and provide them with personalized advice to help them navigate the complex world of finance. We are looking for individuals who are passionate about helping others, have a strong understanding of financial markets, and are committed to providing exceptional service. Join us as we strive to make a positive impact on our clients' lives and become a trusted partner in their financial journey.

  1. Provide personalized financial advice to clients based on their individual goals, risk tolerance, and financial situation.
  2. Conduct thorough financial analysis to identify clients' needs and recommend suitable investment strategies.
  3. Build and maintain strong client relationships by understanding their unique financial goals and providing ongoing support and guidance.
  4. Stay up-to-date on market trends, economic conditions, and financial products to effectively advise clients.
  5. Collaborate with other members of the team to develop comprehensive financial plans for clients.
  6. Proactively identify and pursue opportunities to grow and expand the client base.
  7. Handle client inquiries and concerns in a timely and professional manner.
  8. Adhere to all regulatory and compliance guidelines to ensure the highest level of ethical standards.
  9. Continuously strive to improve and enhance the client experience through innovative and creative solutions.
  10. Attend training and professional development programs to stay current on industry updates and expand knowledge and skills.
  11. Represent UBS in a positive and professional manner at all times.
  12. Contribute to the overall success of the team by collaborating, sharing knowledge and best practices, and promoting a positive work culture.
  13. Maintain accurate and detailed records of client interactions and transactions.
  14. Act as a trusted advisor and go-to resource for clients, building a strong reputation and brand for UBS Wealth Advice Center.
Where is this job?
This job is located at New Jersey, USA
Job Qualifications
  • Bachelor's Or Master's Degree In Finance, Economics, Business, Or A Related Field.

  • Minimum Of 3 Years Of Experience In Financial Advising, Wealth Management, Or A Related Field.

  • Professional Certifications Such As Cfp, Cfa, Or Cpa Preferred.

  • Strong Knowledge Of Investment Products, Financial Planning Strategies, And Market Trends.

  • Excellent Communication, Sales, And Relationship-Building Skills.

Required Skills
  • Financial Analysis

  • Portfolio Management

  • Risk assessment

  • Asset Protection

  • wealth management

  • Asset allocation

  • Retirement planning

  • Cash flow management

  • Estate Planning

  • Tax Planning

  • Investment Strategies

  • Client

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a UBS Wealth Advice Center, Financial Advisor in New Jersey, USA is between $50,000 and $110,000 per year. This range can vary depending on factors such as experience, education, and location. Salaries may also include bonuses and commission.

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 BeforeJune 21st, 2025
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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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