UBS · 3 weeks ago
Financial Advisor Team Manager, UBS Wealth Advice Center
Cincinnati, AR
Full-time
Onsite
Mid, Senior Level
$120K/yr - $160K/yr
3+ years expUBS is a leading global wealth manager and universal bank headquartered in Switzerland. The Financial Advisor Team Manager will oversee the client experience for affluent clients, coach Financial Advisors, and drive business initiatives aligned with growth plans.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
a Bachelor's degree
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
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
2026-01-05
2026-01-03
caixinglobal.com
2026-01-03
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