Financial Advisor-Milwaukee & Brookfield

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.

 

New Financial Advisor - Brookfield, WI

 

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.

 

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.

 

To apply, CLICK HERE

 

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.