UBS

Financial Advisor (Annuity Team), UBS Wealth Advice Center

UBS
North Carolina, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a driven and passionate individual with a deep understanding of financial planning and a desire to help clients achieve their financial goals? UBS Wealth Advice Center is seeking a Financial Advisor to join our Annuity Team. In this role, you will work with a diverse group of clients to provide personalized financial advice and guidance on annuities. We are looking for a candidate who is highly knowledgeable in financial planning and has excellent communication and interpersonal skills. If you have a strong track record of building and maintaining client relationships and a commitment to delivering exceptional service, we invite you to apply for this exciting opportunity at UBS.

  1. Provide expert advice and guidance to clients regarding annuities and their role in financial planning.
  2. Build and maintain strong relationships with clients to understand their financial needs and goals.
  3. Conduct thorough financial analyses and create customized financial plans for clients.
  4. Educate clients on the benefits and risks of different annuity options and help them make informed decisions.
  5. Stay up-to-date on industry trends, regulations, and changes in the market to provide the most current and relevant advice to clients.
  6. Collaborate with other team members and departments to ensure a comprehensive and cohesive approach to client financial planning.
  7. Maintain a high level of professionalism and integrity in all interactions with clients and colleagues.
  8. Adhere to all company policies and procedures, as well as relevant legal and ethical standards.
  9. Meet or exceed sales targets and contribute to overall team success.
  10. Continuously develop and improve knowledge and skills in financial planning and annuities through training and self-study.
Where is this job?
This job is located at North Carolina, USA
Job Qualifications

  • Strong Knowledge Of Annuities: The Ideal Candidate Should Have A Deep Understanding Of The Annuity Market, Including Various Types Of Annuities, Their Features, And Risks. This Will Enable Them To Provide Informed And Effective Advice To Clients.

  • Proven Experience In Financial Planning: The Candidate Should Have A Minimum Of 3-5 Years Of Experience In Financial Planning, Preferably With A Focus On Annuities. This Will Demonstrate Their Ability To Handle Complex Financial Situations And Provide Tailored Solutions To Clients.

  • Excellent Communication Skills: As A Financial Advisor In The Annuity Team, Clear And Effective Communication Is Crucial. The Candidate Should Possess Strong Verbal And Written Communication Skills To Explain Complex Financial Concepts To Clients In A Simple And Understandable Manner.

  • Series 7 And 66 Licenses: Ubs Requires All Financial Advisors To Hold A Series 7 And 66 License. These Licenses Demonstrate The Candidate's Knowledge And Expertise In The Securities Industry, Allowing Them To Offer A Wide Range Of Investment Products To Clients.

  • Client Relationship Management: The Candidate Should Have A Track Record Of Building And Maintaining Strong Client Relationships. This Includes Actively Listening To Clients' Needs, Providing Personalized Advice, And Continuously Engaging With Them To Ensure Their Financial Goals Are Met.

Required Skills

  • Financial Planning

  • Market Research

  • Investment Management

  • Risk assessment

  • wealth management

  • Portfolio analysis

  • Asset allocation

  • Client communication

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Insurance Planning

Soft Skills

  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Financial Advisor (Annuity Team), UBS Wealth Advice Center in North Carolina, USA is $61,000 - $108,000 per year. However, this can vary depending on factors such as experience, qualifications, and location.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 22nd, 2025
Apply BeforeMay 22nd, 2025
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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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