Financial Advisor Team Manager, UBS Wealth Advice Center jobs in United States
cer-icon
Apply on Employer Site
company-logo

UBS · 1 day ago

Financial Advisor Team Manager, UBS Wealth Advice Center

positionNorth Carolina, United States
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$105K/yr - $130K/yr

UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland. The Financial Advisor Team Manager will lead a team of Financial Advisors, ensuring a high-performance culture, managing client experiences, and driving business initiatives aligned with the Wealth Advice Center's growth plan.

Asset ManagementBankingFinancial ServicesWealth Management
check
H1B Sponsor Likelynote

Responsibilities

Ensure proper execution of the client experience for UBS Wealth Advice Center (WAC) emerging affluent and core affluent clients
Work with Sales Managers and Financial Advisors to drive a high-performance growth culture and be responsible for driving and executing various business initiatives that are in line with the WAC’s growth plan
Assist Sales Managers in the overall supervision, management and running of the day-to-day functions of the office
Coach and train Financial Advisor 'expertise' and capabilities 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
Manage all service center-like aspects to ensure things run smoothly, including escalated matters
Develop the Wealth Advice Center staff by assessing job performance and providing honest feedback
Work with individual team members of the staff to problem solve and answer Financial Advisor questions in a timely manner
Promote a culture of ongoing learning & development

Qualification

SIESeries 710 licensesTeam management experienceMicrosoft Suite proficiencyProblem solvingCoachingTrainingSelf-confidenceProject managementCollaboration

Required

a Bachelor's degree
SIE, Series 7, 66, 9, and 10 licenses required
experience managing others or have worked in a similar position
strong track record of success in previous positions
excellent problem solver and collaborate well with other people and teams
proficient with Microsoft Suite Applications, including Outlook, Word & Excel
demonstrate self-confidence and driven with a proactive mindset
able to manage projects independently while assuming a high level of responsibility

Company

UBS

twittertwittertwitter
Glassdoor3.9
company-logo
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

leader-logo
Sergio P. Ermotti
Group Chief Executive Officer
linkedin
leader-logo
James Walker
Head CTO for Core Technology & Platforms
linkedin

Recent News

bloomberglaw.com
UBS Compromise Plan Gets Backing of Largest Swiss Party (2)
2026-01-08
TradingView
UBS Draws Around $10 Billion Bids For Additional Tier 1 Sale - Bloomberg News
2026-01-05
Bank Think
Tech executive departs UBS to become CEO of N26
2026-01-03
Company data provided by crunchbase