Wealth Advisor — Annuity & Client Growth Specialist

UBS; Weehawken (NJ); On-site; USD 70,000 - 93,000; Full time

Job summary

UBS Wealth Advice Center seeks a licensed wealth professional to assess client goals, risk tolerance, and retirement needs. You will recommend annuity services and tailor solutions while preserving asset retention and revenue growth.

The role requires licenses (SIE, Series 7, 66; Life & Health) and an undergraduate degree, with CFP preferred. You'll collaborate across teams and carriers, delivering a white-glove experience to emerging affluent clients.

Qualifications

• Bachelor's degree required.
• 2+ years in wealth management or related role.
• SIE, Series 7 & Series 66, Life & Health licenses.
• CFP or willingness to obtain through UBS tuition reimbursement.

Responsibilities

• Build and deepen client relationships with wealth management solutions.
• Own referrals and manage appointments to deliver financial guidance.
• Use planning tools to analyze client situations and present suitable solutions.
• Adhere to compliance and operational procedures.
• Collaborate with internal teams and external carriers to tailor solutions.
• Act as a UBS brand ambassador and communicate values.
• Manage timelines and resources to deliver high-quality results.

Education

Undergraduate degree

SIE

Series 7

Series 66

CFP or pursuing

Tools

Microsoft Office

Job description

UBS Wealth Advice Center seeks a licensed wealth professional to assess client goals, risk tolerance, and retirement needs. You will recommend annuity services and tailor solutions while preserving asset retention and revenue growth.

The role requires licenses (SIE, Series 7, 66; Life & Health) and an undergraduate degree, with CFP preferred. You'll collaborate across teams and carriers, delivering a white-glove experience to emerging affluent clients.