Phone- Financial Advisor - Wealth Planning
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Location: Charlotte
UBS is seeking an experienced Financial Advisor to join the Wealth Advice Center in a telephone-based advisory role. You will serve an existing client base, focusing on comprehensive financial planning and practical investment guidance.
You will work within a structured model, pursue the CFP designation through tuition reimbursement, and grow your advisory career within a scalable, client-centric wealth management team.
The following opportunity is for a Phone-Based Financial Advisor
- Wealth Planning with UBS.
This role is for the Phone-Based Financial Advisor
- Wealth Planning role at UBS.
We are seeking a motivated Phone-Based Financial Advisor
- Wealth Planning to join UBS in Charlotte, AR, United States.
Consider building your career as a Phone-Based Financial Advisor
- Wealth Planning at UBS.
The Phone-Based Financial Advisor
- Wealth Planning position in the Finance, Sales field is open for applications.
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