6 ubs jobs at 1 company in Charlotte, NC
2w
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Financial Wellness Coach, UBS Wealth Advice Center
Charlotte or Dallas or Nashville or Weehawken
$70k-$93k/yr OnsiteFull Time
Deliver financial wellness education and coaching to employees; hold FINRA SIE, Series 7 and 66; CFP preferred; strong presentation, communication, and financial services experience; willing to travel.
BrassRing
2w
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Financial Wellness Team Manager, UBS Wealth Advice Center
Charlotte or Weehawken
$90k-$120k/yr OnsiteFull Time
Undergraduate degree required; SIE, Series 7 and Series 66 required; Series 9/10 preferred (must obtain within 120 days); fluency in Spanish; proven experience managing teams and meeting SLAs; strong communication and problem-solving skills.
1mo
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Financial Advisor- Annuity and Insurance, UBS Wealth Advice Center
Charlotte or Weehawken or Dallas
OnsiteFull Time
2+ YOEUndergraduate degree required, ideally 2+ years' relevant experience. Requires SIE, Series 7, Series 66 and Life & Health; CFP preferred. Strong communication, regulatory knowledge, annuity experience, and Microsoft Office proficiency.
Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Microsoft Excel
1mo
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Financial Advisor- Annuity and Insurance, UBS Wealth Advice Center
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOEUndergraduate degree required, SIE/Series 7/Series 66 and Life & Health required, CFP encouraged. Ideally 2+ years relevant experience. Strong compliance knowledge, client communication, and Microsoft Office proficiency.
Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
1mo
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Financial Advisor- Annuity and Insurance, UBS Wealth Advice Center
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOEUndergraduate degree required; ideally 2+ years relevant experience. SIE, Series 7, Series 66 and Life & Health required; CFP encouraged. Strong communication, regulatory knowledge, and Microsoft Suite proficiency.
Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Microsoft Excel
1mo
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Financial Advisor – Annuity & Insurance, UBS Wealth Advice Center
Charlotte or Weehawken or Dallas
OnsiteFull Time
2+ YOEUndergraduate degree required; ideally 2+ years relevant experience. SIE, Series 7, Series 66, and Life & Health required; CFP preferred. Strong compliance knowledge, annuity product experience, Microsoft Office proficiency, and excellent communication.
BrassRing, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Microsoft Excel