Retirement Strategist, Workplace Wealth Sales
Listed on 2026-10-06
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Sales
Sales Consultant, Financial Sales, Business Development
UBS Workplace Wealth Solutions Sales Team seeks an experienced professional to provide expert sales support to Financial Advisors, focusing on retirement and wellness capabilities. You will engage remotely and in person to identify opportunities, educate clients on the value of WWS products, and help close business.
The role requires a Bachelor's degree in business or equivalent, 4+ years of institutional experience, and licenses such as Series 7/66. Travel and strong communication are essential.
We are seeking a motivated Retirement Benefits Strategist, Workplace Wealth Sales to join UBS in Weehawken, NJ, United States.
The Retirement Benefits Strategist, Workplace Wealth Sales position in the Sales, Consulting field is open for applications.
We have an opening for a Retirement Benefits Strategist, Workplace Wealth Sales in Weehawken, NJ, United States within Sales, Consulting.
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