Financial Advisor Team Manager, Wealth Advice Center

Job Title

Financial Advisor Team Manager, UBS Wealth Advice Center

UBS

Full Time

• ensure proper execution of the client experience for UBS Wealth Advice Center emerging affluent and core affluent clients; the UBS Wealth Advice Center's 250+ Financial Advisors serve :300,000 clients with aggregate assets of :$20Bn
• demonstrate the ability to inspire and guide a team toward achieving shared goals through performance reviews and ongoing feedback
• coach and develop Financial Advisors in areas such as platform knowledge, research, tool usage, retirement planning, business excellence training, and solutions that are critical to the WAC's ability to deliver an excellent client experience
• be held accountable for driving and executing various business initiatives that are in line with the WAC’s growth plan
• work with Senior Leadership and Financial Advisors to drive a high-performance growth culture

• a Bachelor's degree
• SIE, Series 7, 66 and 9/10 licenses
• ideally, 3+ years experience in a relevant role
• experience managing others or have worked in a similar position with proven success
• a strong desire to build relationships enhancing an established culture
• excellent written and verbal communication skills
• ability to think strategically and articulate thoughts in a clear and professional manner
• known for driving results and inspiring others to achieve their best
• a natural problem-solver who collaborates seamlessly with individuals and teams
• demonstrates a proactive mindset and a strong drive to succeed
• able to lead and positively influence others, fostering a productive and supportive environment

Expected salary range: $120,000 to $160,000

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.