UBS
Financial Advisor Team Manager, UBS Wealth Advice Center
UBS, Florida, New York, United States
Financial Advisor Team Manager, UBS Wealth Advice Center
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Responsibilities
Ensure proper execution of the client experience for UBS Wealth Advice Center emerging affluent and core affluent clients. The UBS Wealth Advice Center’s 250+ Financial Advisors serve 300,000 clients with aggregate assets of $20 Bn.
Demonstrate the ability to inspire and guide a team toward achieving shared goals through performance reviews and ongoing feedback.
Coach and develop Financial Advisors in areas such as platform knowledge, research, tool usage, retirement planning, business excellence training, and solutions that are critical to the WAC’s ability to deliver an excellent client experience.
Be held accountable for driving and executing various business initiatives that are in line with the WAC’s growth plan.
Work with Senior Leadership and Financial Advisors to drive a high‑performance growth culture.
Qualifications
Bachelor’s degree.
SIE, Series 7, 66 and 9/10 licenses.
Ideally, 3+ years of experience in a relevant role.
Experience managing others or a proven track record in a similar position.
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.
Salary Information US Only: The expected salary range for this role is $120 000 to $160 000 based on factors including experience, qualifications, education, location, and skill level. The role may also be eligible for discretionary incentive compensation.
Locations Charlotte, Cincinnati, Houston, Miami, Nashville, Orlando, Palm Beach, Paramus, Phoenix, Seattle, Weehawken
Job Type Full Time
About UBS 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 around the globe.
Commitments We’re committed to disability inclusion and, if you need reasonable accommodation or adjustments throughout our recruitment process, you can always contact us.
Equal Opportunity Employer Statement 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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Responsibilities
Ensure proper execution of the client experience for UBS Wealth Advice Center emerging affluent and core affluent clients. The UBS Wealth Advice Center’s 250+ Financial Advisors serve 300,000 clients with aggregate assets of $20 Bn.
Demonstrate the ability to inspire and guide a team toward achieving shared goals through performance reviews and ongoing feedback.
Coach and develop Financial Advisors in areas such as platform knowledge, research, tool usage, retirement planning, business excellence training, and solutions that are critical to the WAC’s ability to deliver an excellent client experience.
Be held accountable for driving and executing various business initiatives that are in line with the WAC’s growth plan.
Work with Senior Leadership and Financial Advisors to drive a high‑performance growth culture.
Qualifications
Bachelor’s degree.
SIE, Series 7, 66 and 9/10 licenses.
Ideally, 3+ years of experience in a relevant role.
Experience managing others or a proven track record in a similar position.
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.
Salary Information US Only: The expected salary range for this role is $120 000 to $160 000 based on factors including experience, qualifications, education, location, and skill level. The role may also be eligible for discretionary incentive compensation.
Locations Charlotte, Cincinnati, Houston, Miami, Nashville, Orlando, Palm Beach, Paramus, Phoenix, Seattle, Weehawken
Job Type Full Time
About UBS 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 around the globe.
Commitments We’re committed to disability inclusion and, if you need reasonable accommodation or adjustments throughout our recruitment process, you can always contact us.
Equal Opportunity Employer Statement 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.
#J-18808-Ljbffr