About this role
Financial Advisor- Annuity and Insurance, UBS Wealth Advice Center at UBS. Location: Charlotte, North Carolina, United States. Role: building relationships, providing advice, managing cases Requirements: Undergraduate 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. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel Certifications: sie, series 7, series 66, life & health, cfp Commitment: Full Time Workplace: Onsite Languages: English