UBS
Financial Advisor Team Manager, UBS Wealth Advice Center
UBS, Houston, Pennsylvania, United States, 15342
Financial Advisor Team Manager, UBS Wealth Advice Center
Join to apply for the Financial Advisor Team Manager, UBS Wealth Advice Center role at UBS. Your role
Ensure proper execution of the client experience for emerging affluent and core affluent clients within the UBS Wealth Advice Center; the team serves over 300,000 clients with aggregate assets of approximately $20 Bn. Inspire and guide a team toward achieving shared goals through performance reviews and ongoing feedback. Coach and develop Financial Advisors in platform knowledge, research, tool usage, retirement planning, business‑excellence training, and solutions critical to delivering an excellent client experience. Be held accountable for driving and executing business initiatives that align with the WAC’s growth plan. Work with Senior Leadership and Financial Advisors to cultivate a high‑performance growth culture. Detailed Salary Information
Weehawken, Seattle, Paramus: salary range $120,000 to $160,000. The expected salary range for this role is based on factors including experience, qualifications, education, location, and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit
ubs.com/usbenefits . Job Type
Full Time Job Reference #
312231BR City
Charlotte, Cincinnati, Houston, Miami, Nashville, Orlando, Palm Beach, Paramus, Phoenix, Seattle, Weehawken Your team
The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ, and Charlotte, NC, committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience. Our team currently serves over 200,000 clients, worked through more than 300 professionals, including Financial Advisors and Client Service Associates who work individually with clients to understand their needs and assist them in achieving their goals. Your expertise
A bachelor's degree. SIE, Series 7, 66, and 9/10 licenses. Ideally, 3+ years of relevant experience. Experience managing others or having worked in a similar position with proven success. A strong desire to build relationships and enhance an established culture. Excellent written and verbal communication skills. Ability to think strategically and articulate thoughts in a clear and professional manner. Known for driving results and inspiring others to achieve their best. A natural problem-solver who collaborates seamlessly with individuals and teams. Demonstrates a proactive mindset and a strong drive to succeed. Able to lead and positively influence others, fostering a productive and supportive environment. About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset‑management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets worldwide. Join us
At UBS, we know that our people, with their diverse skills, experiences, and backgrounds, drive our ongoing success. We are dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities for growth, and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone – collaboration is at the heart of everything we do. We’re committed to disability inclusion, and if you need reasonable accommodation throughout our recruitment process, you can always contact us. 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. Seniority level: Not Applicable Employment type: Full‑time Job function: General Business, Management, and Strategy/Planning Industry: Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at UBS by 2x.
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Join to apply for the Financial Advisor Team Manager, UBS Wealth Advice Center role at UBS. Your role
Ensure proper execution of the client experience for emerging affluent and core affluent clients within the UBS Wealth Advice Center; the team serves over 300,000 clients with aggregate assets of approximately $20 Bn. Inspire and guide a team toward achieving shared goals through performance reviews and ongoing feedback. Coach and develop Financial Advisors in platform knowledge, research, tool usage, retirement planning, business‑excellence training, and solutions critical to delivering an excellent client experience. Be held accountable for driving and executing business initiatives that align with the WAC’s growth plan. Work with Senior Leadership and Financial Advisors to cultivate a high‑performance growth culture. Detailed Salary Information
Weehawken, Seattle, Paramus: salary range $120,000 to $160,000. The expected salary range for this role is based on factors including experience, qualifications, education, location, and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit
ubs.com/usbenefits . Job Type
Full Time Job Reference #
312231BR City
Charlotte, Cincinnati, Houston, Miami, Nashville, Orlando, Palm Beach, Paramus, Phoenix, Seattle, Weehawken Your team
The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ, and Charlotte, NC, committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience. Our team currently serves over 200,000 clients, worked through more than 300 professionals, including Financial Advisors and Client Service Associates who work individually with clients to understand their needs and assist them in achieving their goals. Your expertise
A bachelor's degree. SIE, Series 7, 66, and 9/10 licenses. Ideally, 3+ years of relevant experience. Experience managing others or having worked in a similar position with proven success. A strong desire to build relationships and enhance an established culture. Excellent written and verbal communication skills. Ability to think strategically and articulate thoughts in a clear and professional manner. Known for driving results and inspiring others to achieve their best. A natural problem-solver who collaborates seamlessly with individuals and teams. Demonstrates a proactive mindset and a strong drive to succeed. Able to lead and positively influence others, fostering a productive and supportive environment. About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset‑management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets worldwide. Join us
At UBS, we know that our people, with their diverse skills, experiences, and backgrounds, drive our ongoing success. We are dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities for growth, and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone – collaboration is at the heart of everything we do. We’re committed to disability inclusion, and if you need reasonable accommodation throughout our recruitment process, you can always contact us. 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. Seniority level: Not Applicable Employment type: Full‑time Job function: General Business, Management, and Strategy/Planning Industry: Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at UBS by 2x.
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