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UBS · United States

# Financial Advisor, UBS Wealth Advice Center

United States Finance & Accounting 

Listed on UBS’s official careers site. Listed as of October 20, 2026. Check that it is still open and apply there.
[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=346800)

[OpenNash Jobs](https://jobs.opennash.com/) / [UBS](https://jobs.opennash.com/companies/ubs/) / Financial Advisor, UBS Wealth Advice Center

## Job description

Are you an experienced Financial Advisor who is passionate about comprehensive financial planning and delivering high-quality advice? Are you looking for a professional, structured environment where you can focus on advising clients—without the pressure of cold calling or building your own book of business? Are you motivated by helping clients achieve meaningful financial outcomes through thoughtful guidance and planning?

We’re looking for someone like you that can provide advice and counsel to our Wealth Advice Center clients over the telephone.

We are looking for someone like you to:
- build and deepen relationships with an existing, assigned client base by delivering an exceptional, professional client experience
- work within a dedicated contact and assignment model, allowing you to focus on financial planning and advice—not cold calling or self-sourcing clients
- obtain your Certified Financial Planner (CFP®) designation—the standard of excellence in financial planning—through our tuition reimbursement program
- continue a successful advisory career within a growing wealth management business, offering strong earning potential and long-term career advancement
- deepen existing client relationships through structured discovery conversations and suitable investment recommendations
- provide advice within a dedicated, assigned client model, ensuring continuity, trust, and long-term relationship management
- identify opportunities to deliver more holistic financial planning solutions across a client’s full financial picture
- promptly handle inbound referral calls and confidently advise clients based on their needs and goals
- manage all client appointments, follow-ups, and outreaches as assigned
- analyze complex financial situations using UBS’s digital tools and financial planning resources
- lead financial planning conversations with professionalism, confidence, and credibility
- implement financial planning and investment solutions aligned to client goals
- adhere to all compliance, regulatory, and operational requirements to protect clients and the firm

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: United States[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=346800)

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