Phone- Wealth Advisor - Financial Planning
Listed on 2026-10-07
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services, Portfolio & Asset Management
UBS Wealth Advice Center in Weehawken, NJ is seeking an experienced Financial Advisor to provide comprehensive financial planning and high-quality advice primarily over the phone. You will help clients achieve meaningful outcomes through thoughtful guidance in a structured, non-cold-calling environment.
You will build deep client relationships, focus on planning rather than sourcing, and pursue CFP designation through tuition reimbursement.
Join us at UBS as our next Phone-Based Wealth Advisor
- Financial Planning in Weehawken, NJ, United States.
We are currently recruiting a Phone-Based Wealth Advisor
- Financial Planning for our team in Weehawken, NJ, United States.
This is an excellent position to take on the Phone-Based Wealth Advisor
- Financial Planning role at UBS.
As a Phone-Based Wealth Advisor
- Financial Planning, you will play an important part at UBS in Weehawken, NJ, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).