UBS

Wealth Advice Center, Wealth Management Associate Program

UBS

Charlotte, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you passionate about developing your wealth management skills and striving for excellence? UBS's Wealth Advice Center is now hiring for its Wealth Management Associate Program. We are looking for talented individuals who are committed to helping clients reach their financial goals, and who have the drive and ambition to take ownership of their career development. To be successful in this role, you must have a Bachelor's degree, excellent communication and interpersonal skills, and a background in financial services. A strong understanding of the investment industry and a desire to learn more about the wealth management field is essential. You must be highly organized, have an ability to work independently, and have an eye for detail. You should also bring a positive attitude and be eager to take on new challenges.

Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications
  • Ability To Work Independently And As Part Of A Team

  • Bachelor's Degree In Finance

  • Economics

  • Or A Related Field

  • Excellent Interpersonal

  • Organizational

  • And Communication Skills

  • Analytical And Problem-Solving Skills

  • Knowledge Of Investment Products And Portfolio Management

  • Knowledge Of Tax Laws And Estate Planning

  • Ability To Build Relationships With Clients

  • Proficiency In Microsoft Office And Financial Software

Required Skills
  • Risk Management

  • Financial Planning

  • Market Research

  • Credit Analysis

  • Cash flow analysis

  • Portfolio Management

  • Regulatory compliance

  • Client Relations

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Investment Analysis

  • Tax Planning

  • Insurance Planning

  • Wealth Analysis

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • self-motivation

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Advice Center, Wealth Management Associate Program in Charlotte, NC, USA is $50,000 - $65,000 per year. This salary range takes into account the experience and qualifications of the individual wealth management associate, as well as the current market conditions in the area. It is important to note that this salary range is an average and depending on the company and position, some positions may offer higher or lower salaries.

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 PostedFebruary 10th, 2023
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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