Financial Advisor, UBS Wealth Advice Center

UBS; Weehawken (NJ); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Tuition reimbursement

Professional development

Job summary

UBS Wealth Advice Center in Weehawken, NJ is seeking an experienced Financial Advisor to provide comprehensive financial planning and high-quality advice primarily over the phone. You will help clients achieve meaningful outcomes through thoughtful guidance in a structured, non-cold-calling environment.

You will build deep client relationships, focus on planning rather than sourcing, and pursue CFP designation through tuition reimbursement.

Qualifications

• 2+ years of Financial Advising experience.
• Experience in inbound/outbound phone-based advisory environment.

Responsibilities

• Build and deepen relationships with an existing client base by delivering an exceptional client experience.
• Focus on financial planning and advice within a dedicated assignment model.
• Support CFP designation through our tuition reimbursement program.
• Deliver holistic financial planning solutions aligned to client goals.
• Manage client appointments, follow-ups and outreaches as assigned.
• Analyze complex financial situations using UBS’s digital tools and financial planning resources.
• Lead financial planning conversations with professionalism and credibility.
• Adhere to compliance, regulatory, and operational requirements.

Skills

Financial Advising

Phone-based advisory

SIE

Series 7

Series 66/65/63

Bachelor's Degree

Client service

Communication skills

Microsoft Office

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

City

Charlotte, Dallas, Minneapolis, Philadelphia, Weehawken

Job Type

Full Time

Job Reference #

339479BR

City

Charlotte, Dallas, Minneapolis, Philadelphia, Weehawken

Key Responsibilities

Are you an experienced Financial Advisor who is passionate about comprehensive financial planning and delivering high-quality advice? Are you looking for a professional, structured environment where you can focus on advising clients—without the pressure of cold calling or building your own book of business? Are you motivated by helping clients achieve meaningful financial outcomes through thoughtful guidance and planning? We’re looking for someone like you that can provide advice and counsel to our Wealth Advice Center clients over the telephone.

We are looking for someone like you to:

• build and deepen relationships with an existing, assigned client base by delivering an exceptional, professional client experience
• work within a dedicated contact and assignment model, allowing you to focus on financial planning and advice—not cold calling or self-sourcing clients
• obtain your Certified Financial Planner (CFP®) designation—the standard of excellence in financial planning—through our tuition reimbursement program
• continue a successful advisory career within a growing wealth management business, offering strong earning potential and long-term career advancement
• deepen existing client relationships through structured discovery conversations and suitable investment recommendations
• provide advice within a dedicated, assigned client model, ensuring continuity, trust, and long-term relationship management
• identify opportunities to deliver more holistic financial planning solutions across a client’s full financial picture
• promptly handle inbound referral calls and confidently advise clients based on their needs and goals
• manage all client appointments, follow-ups, and outreaches as assigned
• analyze complex financial situations using UBS’s digital tools and financial planning resources
• lead financial planning conversations with professionalism, confidence, and credibility
• implement financial planning and investment solutions aligned to client goals
• adhere to all compliance, regulatory, and operational requirements to protect clients and the firm

The team

The UBS Wealth Advice Center is a UBS branch with locations in Weehawken, New Jersey; Charlotte, North Carolina; and Dallas, Texas, focused on delivering consistent, high‑quality advice and guidance to Emerging Affluent clients through a scalable, relationship‑based service model.

Our team currently supports more than 200,000 clients nationwide. Clients are served by a team of over 400 dedicated professionals, including Financial Advisors and Team Associates, who work directly with clients—primarily over the phone to understand their individual needs and help them make informed decisions in support of their long‑term financial goals.

The UBS Wealth Advice Center leadership team supports career advancement and internal mobility to help guide your career journey at UBS. All new UBS Wealth Advice Center employees must commit to staying in the WAC for a minimum of three years before becoming eligible to transfer to another role internally

Your Skills And Experience

• ideally, 2+ years of Financial Advising experience, required
• experience working in an inbound and outbound phone-based advisory environment, preferred
• SIE, Series 7, and Series 66 or Series 65/63 licenses required
• Bachelor’s Degree required
• a strong background in client service and professional client engagement
• highly professional, detail-oriented, and able to prioritize work to meet deadlines
• proficient in Microsoft Suite applications, including Outlook, Word, and Excel
• confident, composed, and effective in challenging or high-volume environments
• excellent listener with strong verbal and written communication skills and capable of managing multiple priorities with a high degree of accuracy
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - New Jersey - Weehawken min USD 75000 - max USD 100000
• United States - Minnesota - Minneapolis min USD 75000 - max USD 100000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA

UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.