Financial Advisor, UBS Wealth Advice Center
UBS · United States
Are you an experienced Financial Advisor who is passionate about comprehensive financial planning and delivering high-quality advice? Are you looking for a professional, structured environment where you can focus on advising clients—without the pressure of cold calling or building your own book of business? Are you motivated by helping clients achieve meaningful financial outcomes through thoughtful guidance and planning? We’re looking for someone like you that can provide advice and counsel to our Wealth Advice Center clients over the telephone.We are looking for someone like you to:
• build and deepen relationships with an existing, assigned client base by delivering an exceptional, professional client experience
• work within a dedicated contact and assignment model, allowing you to focus on financial planning and advice—not cold calling or self-sourcing clients
• obtain your Certified Financial Planner (CFP®) designation—the standard of excellence in financial planning—through our tuition reimbursement program
• continue a successful advisory career within a growing wealth management business, offering strong earning potential and long-term career advancement
• deepen existing client relationships through structured discovery conversations and suitable investment recommendations
• provide advice within a dedicated, assigned client model, ensuring continuity, trust, and long-term relationship management
• identify opportunities to deliver more holistic financial planning solutions across a client’s full financial picture
• promptly handle inbound referral calls and confidently advise clients based on their needs and goals
• manage all client appointments, follow-ups, and outreaches as assigned
• analyze complex financial situations using UBS’s digital tools and financial planning resources
• lead financial planning conversations with professionalism, confidence, and credibility
• implement financial planning and investment solutions aligned to client goals
• adhere to all compliance, regulatory, and operational requirements to protect clients and the firm