UBS

Wealth Advice Center Financial Advisor, Dedicated Advisory Group

UBS

Philadelphia, PA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

As a Financial Advisor at UBS's Dedicated Advisory Group in the Wealth Advice Center, you will be in a unique position to provide exceptional financial advice and service to our high net worth clients. We are looking for individuals who demonstrate outstanding interpersonal and communication skills, have a passion for the financial services industry and a commitment to providing exceptional client service. You will be part of a team that works together to ensure our clients' financial goals are met.We are looking for a Financial Advisor who is a people-person, with a strong analytical and technical skills, and is comfortable working in a collaborative and team-oriented environment. The ideal candidate should have a Bachelor's degree in Finance or a related field and have at least 5 years of experience in the financial services industry. Additionally, the candidate should have a Series 7 and Series 66 licenses, or be willing to obtain them.If you are a highly motivated individual with a passion for providing superior advice and service, then UBS Wealth Advice Center Dedicated Advisory Group is the place for you. We look forward to seeing your application and learning more about what you can bring to our team!

Where is this job?
This job is located at Philadelphia, PA, USA
Job Qualifications
  • Ability To Work Independently And As Part Of A Team

  • Bachelor's Degree In Finance

  • Economics

  • Or Related Field

  • Proficiency In Microsoft Office

  • High School Diploma Or Equivalent

  • Cfp/Chartered Financial Analyst Designations

  • Demonstrated Experience In Financial Planning And Wealth Management

  • Excellent Verbal And Written Communication Skills

  • Solid Understanding Of Financial Markets And Investments

Required Skills
  • Budgeting

  • Risk Management

  • Financial Analysis

  • Investments

  • Insurance

  • Planning

  • Portfolio Management

  • Client Relations

  • Asset allocation

  • Cash Flow

  • Estate Planning

  • Taxation

  • Wealth Preservation

  • Retirement

  • Charitable Giving

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Advice Center Financial Advisor, Dedicated Advisory Group in Philadelphia, PA, USA is $60,000 to $80,000 per year. This salary range can vary depending on the specific job requirements and the individual's qualifications and experience.

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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