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Career Information Night - Financial Advisor - San Jose 9/27 6pm
| Details |
Country: USA
Location: San Jose CA
Total applied: 40
Location:US-CA-San Jose
Base Pay:N/A
Commission:
$0.00Employee Type:Full-Time Employee
Industry:Banking - Financial Services Sales - Marketing Accounting - Finance
Manages Others:no |
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Career Information Night - Financial Advisor - San Jose 9/27 6pm
Financial Advisor Career Panel Discussion & Networking EventUBS Wealth Management invites you to join us for a career event expressly for seasoned professionals who maybe exploring career transitions. The focus will be on our New Financial Advisor Development Program, which prepares you to complete all licensing requirements and provides you with the tools and guidance to help you successfully communicate our wealth management process.Date: Wednesday September 27, 2006
Time: 6:00pm - 7:30pm
Place: UBS 50 West San Fernando Street, 8th Floor, San Jose, CA 95113You will hear from Financial Advisors with various professional backgrounds discuss their insight and perspective on:
•Career transitions
•Keys to building a successful wealth management practice
•The global capabilities of UBSReservations are required. Space is limited.To request an invitation, go to www.ubs.com/facareers and submit your resume online. Be sure to state in the cover letter that you would like to attend this event.
UBS is a leading global financial services firm that provides customized finance and investment solutions to its international clientele, ranging from wealthy individuals to institutional investors to multinational corporations. We are the world's leading wealth management business, the premier Swiss retail bank and one of the top private client businesses in the USA. By combining your talent with our strength, we can achieve great results.
REQUIREMENTS
Through our comprehensive, paid New Financial Advisor Development Program, we prepare you to complete all licensing requirements and provide you with the tools and guidance to help you successfully communicate our wealth management process and appropriate solutions to clients and prospects alike.Your job, as a New Financial Advisor, is to:
• Devise and execute business development strategies to attract and acquire new clients
• Analyze clients’ financial needs, goals, sensitivity to risk and investment horizon
• Advise clients regarding the advantages and disadvantages of different investment strategies
• Create, implement, and continually review, a plan that includes strategies designed to help clients pursue their long-term goals
• Act as the steward of the client assets and achieve client satisfaction and loyalty through excellent service.You are a professional with at least 5-years of experience, are legally authorized to work full-time in the United States, and possess the following:
• Marketing/business development aptitude
• Entrepreneurial spirit with a strong work ethic• Excellent interpersonal skills and high level of integrity
• Competitive drive and achievement oriented
• High degree of self-confidence and empathy
• A bachelor’s degree or equivalent education is expected
• An MBA, JD, CPA or CFP is valuedWe can offer a stimulating working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards. This position carries an attractive performance-related compensation and the support of our global experts at all times.If you would like to work for a global organization where individual contribution counts and where your ambitions and abilities can make a difference, please apply for this position. It starts with you.UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.
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