Financial Advisor – Inbound Advisory, CFP Path

UBS; Philadelphia (Philadelphia County); On-site; USD 75,000 - 100,000; Full time

Job summary

UBS Wealth Advice Center seeks an experienced Financial Advisor to provide comprehensive financial planning and high‑quality advice to Wealth Advice Center clients primarily over the phone. This role focuses on advising within an assigned client base, avoiding cold calling, and supporting long‑term relationships.

You will deepen client relationships through structured discovery conversations, deliver holistic investment recommendations, and progress toward CFP designation through our tuition

Qualifications

• 2+ years of Financial Advising experience preferred (ideally).
• Experience in an inbound/outbound phone-based advisory environment preferred.
• Licenses: SIE, Series 7, Series 66/65/63 required.
• Strong client engagement and professional communication skills.

Responsibilities

• Build and deepen relationships with an assigned client base through professional client experience.
• Focus on financial planning and advice within a dedicated client model, avoiding cold calling.
• Promote CFP designation through our tuition reimbursement program.
• Deliver holistic investment recommendations and ensure compliance with risk and policy standards.

Skills

Financial advising

Phone advisory

Series 7

CFP pursuit

Education

Bachelor’s Degree

Job description

UBS Wealth Advice Center seeks an experienced Financial Advisor to provide comprehensive financial planning and high‑quality advice to Wealth Advice Center clients primarily over the phone. This role focuses on advising within an assigned client base, avoiding cold calling, and supporting long‑term relationships.

You will deepen client relationships through structured discovery conversations, deliver holistic investment recommendations, and progress toward CFP designation through our tuition