Are you passionate about finance and eager to embark on a rewarding career in wealth management? Are you a great listener and clear communicator? Are you someone who is goal-oriented and highly motivated to succeed? Do you hold your SIE or plan to complete your SIE soon? If yes, then we’re looking for someone like you to join our January 2025 Training Program that will prepare you to become a financial advisor. Your development matters.

The UBS Financial Advisor Development Program will offer you the opportunity to:

• develop a strong foundation in customer service, product knowledge, financial markets, financial planning, investment strategies, consultative selling, and wealth management solutions through interactive training sessions, live client interactions, and ongoing learning & development opportunities with experienced leaders
• grow professionally throughout an extensive and structured paid Financial Advisor Development Program
• build and deepen relationships with our existing client base by providing them with an exceptional client experience
• acquire your Series 7 & Series 66 FINRA Licenses
• obtain your Certified Financial Planner (CFP) designation, the standard of excellence in financial planning, as part of our tuition reimbursement program
• launch a successful career in a growing wealth management business with strong earning potential and career advancement

Job Responsibilities
• identify opportunities to create more holistic client experiences
• promptly handle inbound calls and effectively service client needs
• manage all appointments and outreaches as assigned
• deepen existing client relationships by conducting discovery conversations and making suitable investment recommendations
• analyze complex financial situations utilizing UBS’s digital and financial planning tools
• lead financial planning conversations with confidence
• implement financial planning solutions that support our client’s goals
• adhere to compliance and operational procedures and requirements to protect our clients