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Financial Advisor - Dallas
| Details |
Country: USA
Location: TX Dallas
Total applied: 48
Job Type: Employee
Job Status: Full Time
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Financial Advisor - Dallas
UBS is a leading global financial services firm. Global Wealth Management & Business Banking provides customized finance and investment solutions to its international clientele, ranging from wealthy individuals to institutional investors to multinational corporations. We are the world's leading wealth management business, the premier Swiss retail bank and one of the top private client businesses in the USA. By combining your talent with our strength, we can achieve great results.
Financial Advisor CAreer Seminar
UBS Financial Services Inc. invites you to join us for a candidate reception expressly for seasoned professionals who may be exploring career transitions. The focus will be on the New Financial Advisor Development Program and opportunities for experienced Financial Advisors that may want to learn more about our firm.
Our Financial Advisors at UBS Financial Services are seasoned professionals from various industry backgrounds including accounting, banking, financial planning, insurance, legal, and sales, among others. The ideal candidate has a minimum of
5 years professional experience; a Bachelor's degree is strongly preferred; an MBA, JD or CPA is an added value. Applicants must be legally authorized to work full-time in the United States to be considered for employment.
For more information please visit our website www.ubs.com/facareers
Date: Wednesday, September 20,2006
Time: 6:00 PM
Place: UBS Financial Services Inc.
100 Crescent Court, #6000
Dallas, TX
Be sure to bring your friends and colleagues who are in transition or looking for next-step career moves.
Reservations are required. Space is limited.
If you would like to attend please send your resume to Eva Coutermarsh at eva.coutermarsh@ubs.com for consideration and qualified candidates will be contacted.
Through our comprehensive, paid New Financial Advisor Development Program, we prepare you to complete all licensing requirements and provide you with the tools and guidance to help you successfully communicate our wealth management process and appropriate solutions to clients and prospects alike.
Your job, as a New Financial Advisor, is to:
Devise and execute business development strategies to attract and acquire new clients
Analyze clients financial needs, goals, sensitivity to risk and investment horizon
Advise clients regarding the advantages and disadvantages of different investment strategies
Create, implement, and continually review, a plan that includes strategies designed to help clients pursue their long-term goals
Act as the steward of the client assets and achieve client satisfaction and loyalty through excellent service.
Requirements
You are a professional with at least 5-years of experience, are legally authorized to work full-time in the United States, and possess the following:
Marketing/business development aptitude
Entrepreneurial spirit with a strong work ethic
Excellent interpersonal skills and high level of integrity
Competitive drive and achievement oriented
High degree of self-confidence and empathy
A bachelor s degree or equivalent education is expected
An MBA, JD, CPA or CFP is valued
We can offer a stimulating working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards. This position carries an attractive performance-related compensation and the support of our global experts at all times.
If you would like to work for a global organization where individual contribution counts and where your ambitions and abilities can make a difference, please apply for this position. It starts with you.
UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.
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