Inbound Wealth Advisor — CFP Path & Planning

UBS; Minnesota; On-site; USD 75,000 - 100,000; Full time

Job summary

UBS is seeking an experienced Financial Advisor to deliver comprehensive financial planning and high-quality advice over the telephone. You will work within a structured model, focusing on client needs rather than cold calling.

Responsibilities include building relationships with an assigned client base, delivering financial planning guidance, and advancing your credentials through our tuition reimbursement program. Opportunity for long-term growth in wealth management.

Qualifications

• 2+ years of Financial Advising experience required.
• Experience 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.

Responsibilities

• Build and deepen relationships with an existing client base by delivering a professional client experience.
• Provide advice and counsel to Wealth Advice Center clients over the telephone.
• Lead financial planning conversations with professionalism, confidence, and credibility.
• Analyze complex financial situations using UBS’s digital tools and financial planning resources.
• Adhere to compliance, regulatory, and operational requirements to protect clients and the firm.

Skills

Financial advisory experience

Client service

Phone advisory

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

UBS is seeking an experienced Financial Advisor to deliver comprehensive financial planning and high-quality advice over the telephone. You will work within a structured model, focusing on client needs rather than cold calling.

Responsibilities include building relationships with an assigned client base, delivering financial planning guidance, and advancing your credentials through our tuition reimbursement program. Opportunity for long-term growth in wealth management.