Evap Training Financial Advisor

UBS Weehawken , NJ 07086

Posted 7 months ago

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.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Training Officer


Posted Yesterday

VIEW JOBS 2/27/2020 12:00:00 AM 2020-05-27T00:00 Business AML Training Officer Key responsibilities include: * Serve as a subject matter expert and deliver training related to AML/KYC requirements for both new client onboarding and periodic KYC review (PKR) processes. * Coordinate the development of general and targeted AML/KYC training materials and desktop reference guides for relevant employees within the first line of defense. * Develop annual AML training plan for FSI and BUSA business units in partnership with the Financial Crime Prevention training team. * Ensure effective communication and proactive training for process changes and technology updates to support operational readiness. * Partner with QC Testing team to identify training gaps and deliver targeted training to address negative trends in execution. * Promote open communication among field, Business AML team and partner teams including the collection of regular feedback about training effectiveness. * Coordinate training events in partnership with field leadership including content creation, confirming target audience and tracking follow-ups. * Track attendance and maintain training records; provide documented evidence of training activities in response to audit and regulatory inquiries. * Contribute to ad-hoc training projects as needed. UBS Weehawken NJ

Evap Training Financial Advisor