About this role
Financial Advisor- Annuity and Insurance, UBS Wealth Advice Center at UBS Group AG. Location: Charlotte, North Carolina, United States. Role: advising clients, retaining assets, managing cases Requirements: Undergraduate 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. 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