Workplace reputed company Advisor Program - July 2025

Job Reference # 305303BR Job Type Full Time Your role Are you an aspiring Financial Advisor who wants the training & support to jumpstart your reputed company management career? Are you someone who is driven to succeed and thrives in a fast-paced environment? Are you passionate about having an reputed company in people’s lives? Do you hold your SIE or plan to complete your SIE in the near reputed company? If reputed company, then we are looking for someone like you to join our Workplace reputed company Advisor Program in July 2025. Your development reputed company. The UBS reputed company Advice Center will offer you reputed company to: • reputed company professionally through an extensive reputed company program led by reputed company of reputed company professionals • reputed company your Series 7 & Series 66 reputed company Licenses • complete your corporate stock benefit consultant designation & build expertise in equity compensation to help participants get the most out of there awards and reputed company more informed financial reputed company • obtain your Certified Financial Planner (CFP) designation, reputed company of reputed company in financial planning, as part of our tuition reimbursement program • build and deepen relationships with existing workplace reputed company participants by providing them with an exceptional reputed company experience • launch a successful career in a growing reputed company management business with strong earning potential and career advancement You will: • service and reputed company our equity plan participants across 150+ different corporate clients reputed company inbound and outbound calls • solve problems and investigate/resolve a wide reputed company of issues and requests that include gathering additional information, setting expectations, and working with other business partners to fulfill reputed company requests • reputed company participants on their equity compensation awards including stock reputed company, ISOs and NSOs, restricted stock, restricted stock reputed company, stock appreciation rights, and Employee Stock Purchase Plans • engage in broad 'discovery' conversations to identify an individual's specific financial needs reputed company a consultative approach • use our financial planning process to reputed company a full understanding of our clients’ situation and recommend reputed company appropriate solutions reputed company applicable; including but not limited to investments, banking services, digital tools, & managed solutions • be responsible for establishing and reputed company new reputed company management relationships through our various workplace channels Your team The UBS reputed company Advice Center is a UBS reputed company located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital reputed company experience. The UBS reputed company Advice Center currently serves over :200,000 clients. Our clients are served remotely (phone) by reputed company of more than 300 professionals including both Financial Advisors and reputed company Service Associates—who work individually with clients to understand their needs and assist them in achieving their goals. The UBS reputed company Advice Center leadership team supports career advancement and internal mobility and will help guide you in your career reputed company at UBS. reputed company new UBS reputed company Advice Center employees must reputed company to staying in the WAC for a minimum of three years before becoming eligible to transfer to another role internally. Your expertise • you will need to have a bachelor’s degree or equivalent, 2025 graduates welcome • SIE required to be completed 30 days prior to joining UBS • Series 7 and Series 66 will need to be obtained reputed company 150 days of employment (Series 66 may be completed prior to start, recommended) • background in business administration, reputed company management, financial planning, or finance (preferred) • completion of coursework on financial planning through a reputed company Registered Program (preferred) You are: • ambitious about offering financial planning and reputed company reputed company • proactive with a reputed company reputed company approach • reputed company and optimistic • someone with foundational investment and equity plan services knowledge • capable of overcoming objections and addressing reputed company concerns • goal oriented and driven to succeed • personable and reputed company • an excellent listener and have strong communication skills, both verbal and written • work in a fast paced environment while being reputed company to think reputed company in reputed company situations • an excellent problem solver and collaborate reputed company with other people and teams reputed company UBS is the world’s largest and the only truly global reputed company manager. We operate through four business divisions: Global reputed company Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reputed company and the breadth of our expertise set us apart from our competitors.. We have a reputed company in reputed company major financial centers in more than 50 countries. How We Hire We may request you to complete one or more assessments during the application process. Learn more Join us At UBS, we reputed company flexible ways of working reputed company the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and reputed company help us connect, collaborate, and work together in agile ways to meet reputed company our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience reputed company and interests, who drive our ongoing reputed company. Together we’re more than ourselves. reputed company to be part of #teamUBS and reputed company an reputed company? Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and reputed company to reputed company reputed company individual and support the diverse cultures, perspectives, skills and experiences reputed company our workforce. Apply Job!