
Wealth Advice Center Financial Advisor, Dedicated Advisory Group
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!
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
Budgeting
Risk Management
Financial Analysis
Investments
Insurance
Planning
Portfolio Management
Client Relations
Asset allocation
Cash Flow
Estate Planning
Taxation
Wealth Preservation
Retirement
Charitable Giving
Communication
Leadership
Time management
Interpersonal Skills
creativity
Critical thinking
Teamwork
collaboration
Adaptability
Problem-Solving
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.
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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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