Financial Advisor Training Manager, UBS Wealth Advice Center jobs in United States
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UBS · 2 days ago

Financial Advisor Training Manager, UBS Wealth Advice Center

positionNorth Carolina, United States
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$70K/yr - $93K/yr
date2+ years exp

UBS is a leading global wealth manager and universal bank based in Switzerland. The Financial Advisor Training Manager will execute world-class training programs aimed at optimizing employee performance and developing talent within the UBS Wealth Advice Center.

Asset ManagementBankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Lead facilitation of WAC Training Programs to new Financial Advisors and associates
Prepare training program schedules based on training module content and time allotted
Deliver effective, engaging training sessions for all modules in the WAC training programs
Incorporate elements of dynamic delivery (e.g. pace, inflection, referring to learner by name) and techniques to maintain learner interest
Ask and answer questions while facilitating that lead to learning
Review training practice and ensure training in line with company policies and procedures
Provide positive and constructive feedback to trainees
Listen and evaluate new FA and associate calls monthly
Foster relationships with the trainee’s managers

Qualification

SIESeries 766 licensedSeries 9/10 licensedFinancial services experienceMicrosoft Suite proficiencyCoaching skillsSelf-confidenceResourcefulnessVerbal communicationWritten communicationRelationship building

Required

earned a degree
SIE, Series 7, 66 licensed (required)
a strong verbal and written communicator, comfortable interfacing with colleagues at all levels
resourceful in leveraging internal and external sales and support desks to facilitate training needs
proficient with Microsoft Suite Applications, including Outlook, Word & Excel
an individual that demonstrates self-confidence and the ability to maintain composure in challenging environments

Preferred

Series 9/10 (preferred)
ideally 2+ years' experience in financial services, coaching and developing others around you (preferred)

Company

UBS

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UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
dateFounded in 1998
location
Zürich, Zurich, CHE
people-size10001+ employees
web-link
https://www.ubs.com

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 Company
Total Funding
$12.57B
2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B

Leadership Team

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Sergio P. Ermotti
Group Chief Executive Officer
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James Walker
Head CTO for Core Technology & Platforms
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Recent News

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Ready for take-off
2026-01-11
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UBS Compromise Plan Gets Backing of Largest Swiss Party (2)
2026-01-08
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UBS Draws Around $10 Billion Bids For Additional Tier 1 Sale - Bloomberg News
2026-01-05
Company data provided by crunchbase