
Wealth Advice Center Financial Advisor, Dedicated Advisory Group
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!
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
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
Communication
Decision Making
Leadership
Planning
Problem Solving
Time management
Interpersonal Skills
Critical thinking
Teamwork
Adaptability
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.
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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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