Wealth Advisor — Holistic Planning & Growth

UBS; Charlotte (AR); On-site; USD 70,000 - 93,000; Full time

Job summary

UBS Wealth Advisory Center seeks a driven professional to assess clients' goals, risk tolerance, and retirement needs, recommending annuity services and tailored solutions. The role focuses on delivering white-glove service, maintaining compliance, and collaborating across UBS teams and external carriers.

You will support wealth planning, leverage planning tools, and stay current with regulatory requirements to provide accurate guidance.

Qualifications

• 2+ years in a relevant role and an undergraduate degree are required.

Responsibilities

• Build and deepen client relationships by delivering wealth management services aligning with growth plans.

Skills

Communication skills

Detail oriented

Ownership & accountability

Team collaboration

Curiosity about AI in workflows

Education

2+ years experience in wealth management or related role

Undergraduate degree mandatory

SIE, Series 7, Series 66

Life & Health insurance knowledge

CFP or pursuing via UBS tuition reimbursement

Tools

Microsoft Office (Outlook, PowerPoint, Word, Excel)

Job description

UBS Wealth Advisory Center seeks a driven professional to assess clients' goals, risk tolerance, and retirement needs, recommending annuity services and tailored solutions. The role focuses on delivering white-glove service, maintaining compliance, and collaborating across UBS teams and external carriers.

You will support wealth planning, leverage planning tools, and stay current with regulatory requirements to provide accurate guidance.