Financial Advisor - Investment Center

Financial Advisor - Investment Center Description Investment Center Financial Advisor UBS is a leading global financial services firm.  As part of Global Wealth Management & Business Banking, UBS Financial Services Inc. provides customized finance and investment solutions to its international clientele, ranging from wealthy individuals to institutional investors to multinational corporations.  We are one of the world's leading wealth management businesses, 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. The UBS Investment Center is a new initiative designed to focus on the Emerging Affluent segment within our business.  Financial Advisors in the Investment Center will be responsible for providing the UBS Client Experience to clients assigned to their team.  This is a salaried position with the potential for bonuses based on client retention and satisfaction.   Your job, as a Financial Advisor in the Investment Center is to:  Make outbound calls to reach out to clients and explain the benefits of the investment center. Profile the client so the right solutions can be proposed to meet the client’s needs. Review the asset allocation of the client’s portfolio and compare that to the client’s recommended asset allocation based on the client’s objectives and risk tolerance. Respond to client inquiries in an efficient and timely manner consistent with UBS standards for response times. Use a Customer Relationship Management (CRM) tool to capture client interactions and requests, as well as route service items to the appropriate area. Qualifications· Series 7 is required for this position· Series 66 & Insurance licenses are a plus · At least 2+ years industry experience 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. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker/dealer offering securities, trading, brokerage, and related products and services in the U.S. UBS Financial Services Inc. is a subsidiary of UBS AG. Contact Details UBS 38355BR           http://www.ubs.com/