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Financial Advisor Associate

Your role:
A Financial Advisor provides professional expertise and consultancy to propose wealth management opportunities and financial advice to their client base. They develop business strategies to build and grow client relationships and to understand the client's specific needs.
What we offer:
Together. That?s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
Disclaimer / Policy Statements:
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team:
In collaboration with other team members create annual business plan with clear goals, objectives, strategies, tactics
and goals
Maintain up to date knowledge of the firm's wealth management capabilities and platform, sharing knowledge with
other team members
Partner with other team members to create marketing plans and track prospecting activities
Utilize book segment tool to segment client book by tier level and gain consensus among team
Your expertise:
Collect and analyze information regarding client and prospective client income, assets, investments, debts, objectives
and tolerance for risk
Leverage firm platform and develop appropriate financial plans for clients
Analyze and interpret portfolio performance reports, in conjunction with WM research and external parties to make
recommendations for change to clients portfolios and advise clients about risks, advantages and disadvantages
Attend and lead client meetings and communicate any changes to clients financial circumstance, educating them on
their financial status and propose appropriate financial strategies
About us:
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Your colleagues:
Job Reference #: 181217BR
Business Divisions: Global Wealth Management
Title: Financial Advisor Associate
City: Hudson
Job Type: Full Time
Country / State: United States, United States - Ohio
Function Category: Financial Advisors

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