Wealth Advisor: Inbound Client Focus & CFP Path

UBS; Dallas (Luzerne County); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Tuition reimbursement for CFP

Structured, support-focused program

Job summary

UBS is seeking an experienced Financial Advisor to provide comprehensive financial planning and high-quality advice to Wealth Advice Center clients over the telephone. The role emphasizes a structured, non‑cold-calling environment and ongoing client engagement in a growing wealth management practice.

Key responsibilities include managing assigned client relationships, delivering tailored investment recommendations, and pursuing CFP designation via our tuition reimbursement program to enhance

Qualifications

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

Responsibilities

• Build and deepen relationships with an existing, assigned client base by delivering an exceptional, professional client experience.
• Work within a dedicated contact and assignment model, allowing focus on financial planning and advice—not cold calling or self-sourcing clients.
• Obtain your CFP designation through our tuition reimbursement program.
• Continue a successful advisory career within a growing wealth management business with strong earning potential and long-term career advancement.
• Deepen existing client relationships through structured discovery conversations and suitable investment recommendations.
• Provide advice within a dedicated, assigned client model, ensuring continuity, trust, and long-term relationship management.
• Identify opportunities to deliver more holistic financial planning solutions across a client’s full financial picture.
• Promptly handle inbound referral calls and confidently advise clients based on their needs and goals.

Skills

Financial advising experience

Inbound/outbound advisory

Communication skills

Client engagement

Education

Bachelor’s Degree

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

UBS is seeking an experienced Financial Advisor to provide comprehensive financial planning and high-quality advice to Wealth Advice Center clients over the telephone. The role emphasizes a structured, non‑cold-calling environment and ongoing client engagement in a growing wealth management practice.

Key responsibilities include managing assigned client relationships, delivering tailored investment recommendations, and pursuing CFP designation via our tuition reimbursement program to enhance