Wealth Advisor: Client Planning & Growth Specialist

UBS; Weehawken (NJ); On-site; USD 75,000 - 100,000; Full time

Job summary

UBS Wealth Advice Center is hiring in Weehawken, NJ. You will assess client goals, risk tolerance, and retirement needs to recommend annuity services, while building trusted relationships and delivering a white-glove experience over the phone and through planning tools.

The role emphasizes regulatory compliance, strong communication, and collaboration with internal teams and carriers, with UBS tuition support for CFP or licensure progression.

Qualifications

• SIE, Series 7 and Series 66 (or equivalent) licenses required; CFP or plan to obtain via UBS tuition reimbursement.

Responsibilities

• Build and deepen relationships by providing wealth management services to retain assets and drive growth.
• Accept referrals and own scheduled appointments to provide financial advice and a white-glove client experience.
• Use planning tools to understand client situations and present suitable solutions.
• Adhere to compliance and operational procedures and requirements.
• Develop professionally through wealth management training with UBS and partners.
• Collaborate with internal teams and external carriers to tailor solutions.
• Act as a brand ambassador, communicating UBS values and vision.
• Manage timelines and resources to deliver high-quality results.
• Promote a culture of excellence and client-centric service.

Skills

SIE/Series 7/66 licenses

Wealth management

Client relationships

Compliance knowledge

Annuities products

Financial data analysis

Communication skills

AI awareness

Microsoft Office

Education

Undergraduate degree mandatory

Tools

Microsoft Office

Job description

UBS Wealth Advice Center is hiring in Weehawken, NJ. You will assess client goals, risk tolerance, and retirement needs to recommend annuity services, while building trusted relationships and delivering a white-glove experience over the phone and through planning tools.

The role emphasizes regulatory compliance, strong communication, and collaboration with internal teams and carriers, with UBS tuition support for CFP or licensure progression.