Are you a great communicator? Do you know how to take care of people?
We're looking for someone like that who can provide advice and counsel to our Wealth Advice Center clients over the telephone. You'll:
join a structured training program and learn from experienced Advisors and support staff to get full licensed in 150 days (FINRA series SIE, 7 and 66)
benefit from consultative selling workshops and advice delivery coaching while receiving hands-on training
collaborate with your team to deliver advice to existing clients via inbound and outbound call campaigns
proactively build relationships with existing clients to meet business objectives including asset consolidation, diversification, and client deepening
evaluate client needs to help inform investment strategies,
understand and explain financial markets and economic conditions to clients
recommend appropriate UBS products and services to meet clients' financial goals by utilizing consultative selling skills
analyze portfolio performance reports, in conjunction with Wealth Management research and external parties, to make recommendations for change
excel in a fun, fast, competitive sales environment with unlimited growth potential
At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services. That's why we're interested in meeting talented individuals like you for our Enlisted Veterans Apprenticeship Program.
To help us get to know each other, we offer a customized post military programs which will place you in various entry level roles across business groups within the company. You can spend time in our offices, meet our team, and learn about the business giving you an opportunity to show us a bit of who you are and what you can do.
This Program is designed to provide Military Veterans the training, development and practical on-the-job-experience necessary to build a successful career in Wealth Management. The program admits candidates who are High School Equivalent Graduates, Part-time Bachelor Degree candidates and those who have attained Bachelor's Degrees. The goal of the program is to provide training and development within the UBS Wealth Advice Center and help advance candidates' careers within UBS.