Phone-Based Wealth Advisor - Financial Planning

UBS

Weehawken (NJ)

On-site

USD 75,000 - 100,000

Full time

3 days ago

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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.