UBS

Vice President, Financial Advisor

UBS

Florida, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a highly experienced and motivated financial advisor looking for a new challenge? UBS is seeking a Vice President, Financial Advisor to join our team and help our clients achieve their financial goals. As a global leader in wealth management, we are committed to providing our clients with top-notch financial advice and solutions. We are looking for a candidate with a strong background in finance and a passion for helping others achieve financial success. If you are a driven and dedicated individual with a proven track record in the financial industry, we encourage you to apply for this exciting opportunity.

  1. Provide expert financial advice and guidance to clients to help them achieve their financial goals.
  2. Conduct thorough financial analysis and market research to identify opportunities and develop personalized financial plans for clients.
  3. Build and maintain strong relationships with clients to understand their needs and provide ongoing support and advice.
  4. Stay up-to-date with industry trends and developments to provide clients with the most current and relevant financial advice.
  5. Communicate complex financial concepts and strategies to clients in a clear and understandable manner.
  6. Collaborate with other team members to develop and implement comprehensive financial solutions for clients.
  7. Actively prospect and acquire new clients through networking, referrals, and other business development strategies.
  8. Ensure compliance with all regulatory requirements and company policies.
  9. Manage and maintain accurate client records and documentation.
  10. Continuously strive to meet and exceed performance goals and targets set by the company.
  11. Represent UBS in a professional and ethical manner at all times.
  12. Mentor and train junior team members to help them grow and develop in their role.
  13. Contribute to the overall success and growth of the team and company through active participation in team meetings and initiatives.
Where is this job?
This job is located at Florida, USA
Job Qualifications
  • Bachelor's Degree In Finance, Accounting, Or A Related Field

  • Series 7 And Series 66 Licenses

  • Minimum Of 10 Years Experience Working As A Financial Advisor Or In A Related Role

  • Proven Track Record Of Success In Managing And Growing Client Portfolios

  • Strong Leadership Skills And Experience Managing A Team Of Financial Advisors

Required Skills
  • Financial Analysis

  • Financial Planning

  • Relationship Management

  • Investment Strategy

  • Portfolio Management

  • Risk assessment

  • Market analysis

  • wealth management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Vice President, Financial Advisor in Florida, USA is between $117,000 and $176,000 per year. However, this can vary depending on the specific company, location, and experience of the individual. Some high-performing financial advisors may earn significantly more than this range.

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
This job posting is from a verified source. 

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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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