Phone-Based Financial Advisor - Wealth Planning

UBS; Charlotte (AR); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Tuition reimbursement

Career advancement

Job summary

UBS is seeking an experienced Financial Advisor to join the Wealth Advice Center in a telephone-based advisory role. You will serve an existing client base, focusing on comprehensive financial planning and practical investment guidance.

You will work within a structured model, pursue the CFP designation through tuition reimbursement, and grow your advisory career within a scalable, client-centric wealth management team.

Qualifications

• 2+ years of Financial Advising experience (required).
• Experience in an inbound/outbound phone-based advisory environment preferred.
• SIE, Series 7, and Series 66 or Series 65/63 licenses required.

Responsibilities

• Build and deepen relationships with an existing client base by delivering an exceptional, professional client experience.
• Work within a dedicated contact and assignment model, focusing on financial planning and advice—not cold calling or self-sourcing clients.
• Obtain your CFP designation through our tuition reimbursement program.
• Continue a successful advisory career with potential for growth within a expanding wealth management team.
• Deepen client relationships through structured discovery conversations and suitable investment recommendations.
• Provide advice within a dedicated, assigned client model, ensuring continuity and trust.

Skills

Financial Advising

Phone advisory

Licenses SIE Series7

Communication

AI awareness

Education

Bachelor’s Degree

Tools

Excel

Word

Outlook

Job description

UBS is seeking an experienced Financial Advisor to join the Wealth Advice Center in a telephone-based advisory role. You will serve an existing client base, focusing on comprehensive financial planning and practical investment guidance.

You will work within a structured model, pursue the CFP designation through tuition reimbursement, and grow your advisory career within a scalable, client-centric wealth management team.