Financial Advisor Team Manager, UBS Wealth Advice Center
$120k - $160kUBS Financial Services Inc.
Job Reference #343366BRCityWeehawkenJob TypeFull Time Key responsibilitiesReady to elevate your leadership career while shaping the future of wealth management advice? Are you passionate about leading Financial Advisors, influencing business strategy, and driving meaningful outcomes for both clients and employees? We are looking for someone like you who can:• lead and inspire Financial Advisors in delivering an exceptional client experience to the Wealth Advice Center's Emerging Affluent and Core Affluent client segments. Our team of 250+ Financial Advisors serves approximately 250,000 clients with over $23 billion in assets• drive a high-performance culture through effective coaching, performance management, recognition, and ongoing developmental feedback• develop Financial Advisors across key areas including advice delivery, planning, investment and retirement solutions, technology and platform capabilities, business acumen, and client engagement• execute strategic business initiatives that support the continued growth and evolution of the Wealth Advice Center• partner with senior leadership to identify opportunities, solve complex business challenges, and elevate team performance• provide leadership and oversight for daily business operations while ensuring a strong risk and supervisory environment• optimize team performance, productivity, and operational effectiveness in a dynamic, client-focused advice center environmentYour Career ComebackWe are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.The teamThe UBS Wealth Advice Center (WAC) is a nationally scaled advice business operating from Weehawken, NJ, Charlotte, NC, and Dallas, TX, dedicated to delivering personalized advice and guidance through a consistent, high-quality client experience.Today, our team serves more than 250,000 clients through a growing workforce of over 400 Financial Advisors and Client Associates. Together, we help clients navigate important financial decisions, pursue their goals, and build long-term relationships with UBS.As a member of the leadership team, you will play a critical role in developing Financial Advisors, driving business results, and fostering a culture centered on client experience, accountability, and continuous growth.Your skills and experience• proven leadership experience managing teams or demonstrated success in a comparable coaching, supervisory, or people leadership role• exceptional communication and interpersonal skills with strong strategic thinking, sound judgment, and the ability to translate business priorities into actionable plans• SIE, Series 7, and Series 66 licenses required; Series 9/10 preferred or required within 120 days of assuming the role• Bachelor's degree required and ideally, 3+ years experience in a relevant role• known for driving results and inspiring others to achieve their best while being highly detail-oriented, with a strong ability to prioritize tasks and meet deadlines• able to manage your time well and handle a large workload as well as a natural problem-solver who collaborates seamlessly with individuals and teams• proficient with Microsoft Suite Applications, including Outlook, Word & Excel• exhibit self-confidence and composure as well as demonstrate a proactive mindset and a strong drive to succeed• exceptional communicator, both verbally and in writing, with excellent listening skills as well as adaptable and thrive in complex environments• capable of managing projects independently, with a high degree of ownership and responsibility and able to lead and positively influence others, fostering a productive and supportive environment• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical useAbout usUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.Salary informationThe indicative gross base salary range as a full-time equivalent role: • United States - New Jersey - Weehawken min USD 120000 - max USD 160000 /annumThe expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.Join usAt UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.Disclaimer / Policy statementsUBS 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.: United States - New Jersey: Management and Business Support: Global Wealth Management
$120k - $160k
...shaping the future of wealth management advice? Are you passionate about leading Financial Advisors, influencing business... ...to the Wealth Advice Center's Emerging Affluent and... ...client segments. Our team of 250+ Financial Advisors... ...about our program on ubs.com/careercomeback.The...SuggestedFull timeFlexible hours$90k - $120k
...you in positive and professional way?• manage a team of Financial Wellness Coaches on the Financial Wellness Team of the UBS Wealth Advice Center, which focuses on emerging affluent... ...Wealth Management Associates and Financial Advisors who serve ~200,000 clients with...SuggestedFull timeWork at officeFlexible hours$105k - $130k
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...United States Base Pay $25.00 - $27.00 / Hour Manage Others No Contact information Phone 929-7... ...procedures Collaborate with internal teams and client representatives Follow all SOC... ...) Prior experience in a SOC, command center, alarm monitoring, or physical security environment...SuggestedNight shiftRotating shift- ...common purpose to help make financial lives better through the power... ...for providing comprehensive advice and customized solutions to clients... ..., and banking and money managed solutions Recommends banking... ...referrals or financial center clientele Required Qualifications...SuggestedTemporary workWork at officeFlexible hoursShift workDay shift
$250k
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Patient First is seeking an X-ray Technologist to supervise staff, ensure accurate imaging, and support daily center operations. ARRT certification and state licensing as required, with the ability to lift up to 50 pounds, strong communication, and a commitment to patient...Hourly payRelocation package- ...Relationship Banker - Midwood Financial Center Brooklyn, New York **To proceed with your application, you must be at least 18 years of age... ...partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls...Work at officeFlexible hoursShift workWeekend workDay shift
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...common purpose to help make financial lives better through the power... ...for providing comprehensive advice and customized solutions to clients... ..., and banking and money managed solutions Recommends banking... ...through referrals or financial center clientele Provides coaching...Temporary workWork at officeFlexible hoursShift workDay shift$21.23 - $26.51 per hour
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...closely with Relationship Managers, Service Managers and relevant team leads to develop... ...execution, administration, wealth management, and accounting... ...a deep understanding of UBS plan administration platforms... ...• partner with Lead Financial Advisors and communicate at an executive...Full timeHome officeFlexible hours- Entry Level - Financial Advisor/Wealth Management Equitable Advisors is a reputable Financial Services firm committed to providing personalized financial... ...candidate will be responsible for providing financial advice and guidance to clients, such as investments and...Full time
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$90k - $120k
...responsibilitiesThe Risk and Liquidity Manager is a critical member... ...House View and OCIO teams, supporting investment... ...the core offerings to wealth management clients,... ...about our program on ubs.com/careercomeback.The... ...closely with Financial Advisors, the OCIO Team, Portfolio...Full timeFlexible hours$88k - $132k
Position Title: Senior Analyst Financial Planning and AnalysisPosition... ...business, leveraging the Finance Team as well as cross-functional... ...responsibilities, the Senior Analyst manages short and long-term forecasts,... ...decision support to cost center leaders through proper...Temporary workWork at officeImmediate startFlexible hoursNight shift$25.07 - $41.79 per hour
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