UBS

Wealth Advice Center Financial Advisor, Dedicated Advisory Group

UBS

Charlotte, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are looking for an ambitious and knowledgeable Financial Advisor to join the Wealth Advice Center at UBS and join our Dedicated Advisory Group. The ideal candidate will possess a thorough understanding of financial planning, investment strategies, and portfolio management. This individual will be passionate about providing exceptional customer service and will have the ability to clearly and effectively communicate investment advice and solutions to clients.The successful candidate will possess a minimum of 5 years' experience as a Financial Advisor, strong analytical skills, and the ability to think strategically and develop creative solutions to meet client needs. They will be organized, have excellent communication skills, and have the ability to work effectively in a team environment. This position requires a self-motivated individual who is driven to deliver outstanding results and exceed expectations. If you are looking for an exciting and rewarding career in wealth management, we invite you to apply today!

Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Ability To Work In A Team

  • Bachelor's Degree In Finance

  • Economics

  • Accounting

  • Or Related Field

  • Cfp/Cfa Or Other Relevant Professional Certification

  • Minimum Years' Experience In Wealth Management/Financial Planning

  • Proven Track Record Of Meeting And Exceeding Client Service Expectations

  • A Deep Understanding Of Investment Management And Financial Products And Services

Required Skills
  • Risk Management

  • Financial Planning

  • Compliance

  • Cash flow analysis

  • Investment Management

  • Client Relationships

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Regulatory Knowledge

  • Tax Planning

  • Investment Strategies

  • Wealth Preservation

  • Retirement Distributions

Soft Skills
  • Communication

  • Decision Making

  • Leadership

  • Planning

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Advice Center Financial Advisor, Dedicated Advisory Group in Charlotte, NC, USA is $60,737 to $102,163. This range is based on data collected from various sources, such as job postings, salaries reported by employers, and salary surveys. The figure may vary depending on experience, qualifications, and market conditions.

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 PostedFebruary 10th, 2023
Apply BeforeMay 22nd, 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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