About this role
Financial Advisor- Annuity and Insurance, UBS Wealth Advice Center at UBS Group AG. Location: Charlotte or Weehawken or Dallas. Role: advising clients, retaining assets, managing cases Requirements: Undergraduate 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. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Microsoft Excel Certifications: sie, series 7, series 66, life & health, cfp Commitment: Full Time Workplace: Onsite Languages: English