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 Financial Advisor Career Information Session - Rancho Bernardo

Details
Country: USA
Location: Rancho Bernardo CA
Total applied: 40
Location:US-CA-Rancho Bernardo

Base Pay:N/A

Commission:
$0.00
Other Pay:
Salary, bonuses, commissions, paid trainingEmployee Type:Full-Time Employee

Industry:Banking - Financial Services Securities Insurance

Manages Others:no
Financial Advisor Career Information Session - Rancho Bernardo

Please join us for a Candidate Reception Date: Wednesday, October 4th, 2006 Time: 6:30pm Location: UBS Financial Services, Inc. 17140 Bernardo Center Drive Suite 350 San Diego, California 92128 The branch manager and a few of our advisors will share their insight and perspective on: • Career transitions • Our paid development program • Keys to building a successful wealth management practice • First-hand success stories To reserve a seat, please apply online and include in your cover letter that you are interested in attending the event. A UBS representative will contact you to discuss your qualifications. UBS is a leading global financial services firm. Global Wealth Management & Business Banking 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. New Financial Advisor - Woodland Hills, CA 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.
REQUIREMENTS
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 valued We 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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