Financial Advisor Team Manager

Company	UBS
Location	Orlando, FL, USA, Nashville, TN, USA, San Francisco, CA, USA, Philadelphia, PA, USA, Charlotte, NC, USA, Union City, NJ, USA, Minneapolis, MN, USA, El Segundo, CA, USA
Salary	$110000 – $157000
Type	Full-Time
Degrees	Bachelor’s
Experience Level	Mid Level, Senior

the ability to commute into the office 5 days a week minimum
a Bachelor’s degree from an accredited institution
SIE, Series 7, 66 and 9/10 licenses
ideally, 3+ years experience in a relevant role
experience managing others or have worked in a similar position with proven success
a strong desire to build relationships enhancing an established culture
excellent written and verbal communication skills
ability to think strategically and articulate thoughts in a clear and professional manner
known for driving results and inspiring others to achieve their best
a natural problem-solver who collaborates seamlessly with individuals and teams
demonstrates a proactive mindset and a strong drive to succeed
able to lead and positively influence others, fostering a productive and supportive environment

ensure proper execution of the client experience for UBS Wealth Advice Center emerging affluent and core affluent clients; the UBS Wealth Advice Center’s 250+ Financial Advisors serve ~300,000 clients with aggregate assets of ~$20Bn
demonstrate the ability to inspire and guide a team toward achieving shared goals through performance reviews and ongoing feedback
coach and develop Financial Advisors in areas such as platform knowledge, research, tool usage, retirement planning, business excellence training, and solutions that are critical to the WAC’s ability to deliver an excellent client experience
be held accountable for driving and executing various business initiatives that are in line with the WAC’s growth plan
work with Senior Leadership and Financial Advisors to drive a high-performance growth culture

No preferred qualifications provided.