UBS
Financial Advisor Team Manager, UBS Wealth Advice Center
UBS, Raleigh, North Carolina, United States
Financial Advisor Team Manager, UBS Wealth Advice Center
Job Reference # 312231BR | Employment Type: Full Time | Primary Locations: Weehawken, Seattle, Paramus, Charlotte, Cincinnati, Houston, Miami, Nashville, Orlando, Palm Beach, Phoenix
We invite you to apply for the role of Financial Advisor Team Manager at UBS. At UBS you will lead a team of 250+ Financial Advisors who serve 300,000 clients with aggregate assets of $20B. Join us to help design a high-performance culture and deliver an excellent client experience.
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 $20B.
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 critical to the WAC's ability to deliver an excellent client experience.
Be held accountable for driving and executing various business initiatives that align with the WAC’s growth plan.
Work with Senior Leadership and Financial Advisors to drive a high-performance growth culture.
Qualifications
A Bachelor's degree.
SIE, Series 7, 66, and 9/10 licenses.
Ideally 3+ years of experience in a relevant role.
Experience managing others or proven success in a similar position.
Strong desire to build relationships enhancing 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.
Can lead and positively influence others, fostering a productive and supportive environment.
Compensation US: Salary range $120,000 – $160,000, depending on experience, location, and skill level. The role may also be eligible for discretionary incentive compensation.
About UBS UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland, with a presence in more than 50 markets worldwide. It also provides diversified asset management solutions and focused investment banking capabilities.
EEO 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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We invite you to apply for the role of Financial Advisor Team Manager at UBS. At UBS you will lead a team of 250+ Financial Advisors who serve 300,000 clients with aggregate assets of $20B. Join us to help design a high-performance culture and deliver an excellent client experience.
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 $20B.
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 critical to the WAC's ability to deliver an excellent client experience.
Be held accountable for driving and executing various business initiatives that align with the WAC’s growth plan.
Work with Senior Leadership and Financial Advisors to drive a high-performance growth culture.
Qualifications
A Bachelor's degree.
SIE, Series 7, 66, and 9/10 licenses.
Ideally 3+ years of experience in a relevant role.
Experience managing others or proven success in a similar position.
Strong desire to build relationships enhancing 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.
Can lead and positively influence others, fostering a productive and supportive environment.
Compensation US: Salary range $120,000 – $160,000, depending on experience, location, and skill level. The role may also be eligible for discretionary incentive compensation.
About UBS UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland, with a presence in more than 50 markets worldwide. It also provides diversified asset management solutions and focused investment banking capabilities.
EEO 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