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Investment Center Financial Advisor, Charlotte, NC

UBS Financial Services (Home Office)

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Job Snapshot

Location:

Charlotte, NC 28201

Employee Type:

Full-Time

Industry:

Banking - Financial Services

Manages Others:

Job Type:

Customer Service

Education:

4 Year Degree

Experience:

At least 1 year(s)

Relocation Covered:

Post Date:

11/5/2009

Contact Information

Ref ID:

51668BR

Description Your job, as a UBS Investment Center Financial Advisor is to:

Deliver superior advice to clients through inbound and outbound call campaigns

Partner with the Senior Financial Advisors and Lead Financial Advisor on your team to analyze and assess client needs to help define their investment strategies

Seek to identify opportunity assets and develop net new assets and further identify an appropriate course of follow-up to leverage opportunities

Execute on specific branch tasks assigned to you by your Lead Financial Advisor (e.g., Insufficient Funds)

Skills and Abilities:

Client-focused

Independent, motivated, proactive, and focused

Strong written and communication skills

Team player

Manages time efficiently

Requirements Qualifications:

Minimum of 1 year of industry or call center experience

Series 7 licensed

Become Series 66 licensed within 90 days of hire date

High School Diploma or equivalent required; College Degree preferred

We can offer a stimulating working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards. This position carries an attractive performance-related compensation and the support of our global experts at all times.

UBS is a leading global financial services firm. As part of the Global Wealth Management & Business Banking, UBS Financial Services Inc. provides customized finance and investment solutions to its international clientele, ranging from wealthy individuals to institutional investors to multinational corporations. We are one of the world's leading wealth management businesses, the premier Swiss retail bank and one of the top private client businesses in the USA. By combining your talent with our strength, we can achieve great results.

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