About this role
Financial Advisor, UBS Wealth Advice Center at UBS Group AG. Location: Dallas, Texas, United States. Role: building relationships, providing advice, handling calls Requirements: 2+ years financial advising experience preferred; SIE, Series 7 and Series 66 or Series 65/63 required; Bachelor’s degree required; strong client service, communication, and Microsoft Office proficiency. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Outlook, Microsoft Word, Microsoft Excel Certifications: sie, series 7, series 66, series 65, series 63 Commitment: Full Time Workplace: Onsite Languages: English