Remote Financial Advisor: CFP Path & Client Focus

UBS; Minneapolis (MN); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Tuition reimbursement

Job summary

UBS Wealth Advice Center seeks an experienced Financial Advisor to deliver comprehensive financial planning and high-quality advice by phone, without cold-calling. You will manage a dedicated client base, deliver personalized recommendations, and progress toward a CFP designation through tuition reimbursement.

Join a team that serves 200,000+ clients nationwide, emphasizes relationship-based service, compliance, and career growth within a leading global wealth manager.

Qualifications

• Bachelor’s Degree required.
• SIE, Series 7, and Series 66 or Series 65/63 licenses required.
• Ideally 2+ years of Financial Advising experience, in a phone-based advisory environment.

Responsibilities

• Build and deepen relationships with an existing client base by delivering an exceptional client experience.
• Provide advice and counsel to Wealth Advice Center clients over the telephone in a structured model.
• Lead financial planning conversations and implement investment solutions aligned to client goals.

Skills

Financial Advising

Client Service

Communication

Attention to Detail

Team Collaboration

AI Awareness

Education

Bachelor's Degree

Tools

Microsoft Excel

Outlook

Word

Job description

UBS Wealth Advice Center seeks an experienced Financial Advisor to deliver comprehensive financial planning and high-quality advice by phone, without cold-calling. You will manage a dedicated client base, deliver personalized recommendations, and progress toward a CFP designation through tuition reimbursement.

Join a team that serves 200,000+ clients nationwide, emphasizes relationship-based service, compliance, and career growth within a leading global wealth manager.