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Financial Advisor Development Program
2 months ago
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Financial Advisor Development Program - CA - July 2024 Start
Are you passionate about finance and eager to embark on a rewarding career in wealth management? Are you a great listener and clear communicator? Are you someone who is goal-oriented and highly motivated to succeed? Do you hold your SIE or plan to complete your SIE soon? If yes, we’re looking for someone like you to join our
July 2024 Training Program
that will prepare you to become a financial advisor. Your development matters.
The UBS Financial Advisor Development Program will offer you the opportunity to:
develop a strong foundation in customer service, product knowledge, financial markets, financial planning, investment strategies, consultative selling, and wealth management solutions through interactive training sessions, live client interactions, and ongoing learning & development opportunities with experienced leaders
grow professionally throughout an extensive and structured paid Financial Advisor Development Program
build and deepen relationships with our existing client base by providing them with an exceptional client experience
obtain your Certified Financial Planner (CFP) designation, the standard of excellence in financial planning, as part of our tuition reimbursement program
launch a successful career in a growing wealth management business with strong earning potential and career advancement
Job Responsibilities:
identify opportunities to create more holistic client experiences
promptly handle inbound calls and effectively service client needs
manage all appointments and outreaches as assigned
deepen existing client relationships by conducting discovery conversations and making suitable investment recommendations
analyze complex financial situations utilizing UBS’s digital and financial planning tools
lead financial planning conversations with confidence
implement financial planning solutions that support our client’s goals
adhere to compliance and operational procedures and requirements to protect our clients
Your team
The UBS Wealth Advice Center (WAC) is a team of wealth management professionals dedicated to providing financial solutions and quality advice and guidance to affluent clients. At the WAC, we combine our digital tools with highly trained FAs to offer an industry-leading hybrid digital advice model. Founded in 2007, the WAC has developed into a national platform that delivers advice to 200k+ clients, with over ~$18B in AUM. The WAC is committed to building a culture centered on equity and inclusion by deliberately cultivating a diverse team. By creating an inclusive and diverse environment, we more effectively represent, understand, and provide for our clients. At the WAC, we emphasize education and expertise, this is why many of our FAs hold or are pursuing the CFP
designation. We are a dedicated team of ~400 professionals determined to help investors face the future with confidence.
The UBS Wealth Advice Center leadership team supports career advancement and internal mobility and will help guide you in your career journey at UBS. All new UBS Wealth Advice Center employees must commit to staying in the WAC for a minimum of three years before becoming eligible to transfer to another role internally.
Qualifications:
you will need to have a bachelor’s degree or equivalent, 2024 graduates welcome
SIE required 30 days prior to joining UBS
Series 7, and Series 66 will need to be obtained within 180 days of employment (Series 66 may be completed prior to start, highly recommended)
background in business administration, wealth management, financial planning, or finance (preferred)
completion of coursework on financial planning through a CFP Board Registered Program (preferred)
You are:
investment savvy with a foundational understanding of financial markets
passionate about financial planning and wealth management solutions
someone who champions a client centric culture
empathetic and curious
goal-oriented and highly motivated to succeed
personable and professional
an excellent communicator with strong verbal and written skills, including active listening
able to work well in a collaborative environment
an individual who is capable of receiving and implementing feedback to better one’s self
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
UBS Business Solutions SA
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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