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UBS AG is a leading global financial services firm with over 66,000 employees worldwide, serving a diverse client base that includes affluent individuals, corporations, institutions and governments.
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| Investment Center Financial Advisor - Jersey City, NJ |
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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
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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