UBS

Wealth Advice Center Financial Advisor, Dedicated Advisory Group

UBS
Stamford, CT, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are looking for an experienced and dedicated Wealth Advice Center Financial Advisor to join the Dedicated Advisory Group at UBS. The ideal candidate will possess solid knowledge of investments and financial planning, a passion for delivering excellent customer service, and an ability to leverage technology to ensure the highest level of operational efficiency. If you are a highly organized and detail-oriented individual who is committed to helping clients reach their financial goals, we want you to join our team!

Where is this job?
This job is located at Stamford, CT, USA
Job Qualifications

  • Strong Interpersonal Skills

  • Knowledge Of Financial Markets And Products

  • Experience In The Financial Services Industry

  • Ability To Develop And Maintain Client Relationships

  • Proven Ability To Analyze And Interpret Financial Information

  • Proven Track Record Of Providing High Quality Wealth Advice

  • Understanding Of Risk Management And Investment Strategies

  • Ability To Meet Established Sales Targets

Required Skills

  • Risk Management

  • Financial Planning

  • Market Research

  • Financial Modeling

  • Investment Management

  • Regulatory compliance

  • Asset management

  • Client Relations

  • Asset allocation

  • Portfolio optimization

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Wealth Preservation

  • Wealth Analysis

Soft Skills

  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Attention to detail

  • collaboration

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Advice Center Financial Advisor, Dedicated Advisory Group in Stamford, CT, USA is $70,000 to $115,000. This rate may vary depending on the advisor's experience level, the size of the company they are employed with, their job responsibilities, and the area in which they are located.

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 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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