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Your role

Do you enjoy working directly with Financial Advisors and their clients? Are you driven and sales oriented with a history of delivering results?

If so, we are looking for someone to:

• develop a fluency in all Advisory platforms and proprietary/non-proprietary investment solutions offered at UBS
• spend four days per week in branches presenting at sales meetings, engaging in one-on-one consultations with FA's addressing advisory education, case consultations, product implementation, and facilitating practice management thought leadership
• communicate the UBS and Advisory value proposition to Financial Advisors, Field Leaders, Clients, Financial Advisor Recruits, and 3rd Part Asset Management partners
• leverage CIO insights to drive portfolio construction and informed investment selection while ensuring alignment with a client’s risk profile, investment objectives, and suitability
• advise Financial Advisors on practice management – how to effectively implement, manage, and scale an advisory business along with navigating platform migration/logistics
• build rapport with Financial Advisors and Field Leaders in your assigned coverage region and proactively address needs by providing meaningful insights identified through a data driven sales and engagement process
• integrate knowledge of products and services in collaboration with stakeholder partners to identify cross selling opportunities

Detailed salary information:

• Los Angeles: the salary range for this role is $200000 to $250000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

Our team of dedicated Advisory Sales Consultants are a trusted extension of our Financial Advisors' practices and the Regional Management teams. By collaborating with Field Leaders, Regional Sales Teams, Field Consultants and 3rd Party Asset Management partners, we empower our FAs to grow and strengthen the efficiency, sustainability and profitability of their practices. Consultants will strategize with FAs on how to best utilize UBS intellectual capital, thought leadership, offerings, and capabilities with the goal of driving increased advisory AUM and revenue. By incorporating a data driven sales and engagement process, the focus is to identify opportunities within a client's portfolio to add value via advisory solutions.

The consultant will have a dedicated coverage region, be located in market and will spend much of their time meeting with FAs and Field Leaders to identify opportunities to drive value, educate and train Advisors, and meet with clients and prospects to represent our firm's advisory platform while engaging in portfolio and asset allocation discussions.

Your expertise

• series 7 and 66 licenses (required within 60 days of hire)
• ideally10+ Years of Experience in a Wealth Management field facing sales role (preferably in an Advisory capacity) or an asset management sales role
• able to discuss and have full understanding of the broad market and economic environment
• strong verbal and written communication skills
• driven and sales oriented with a history of delivering results

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

Salary information

US Only: The expected salary range for this role is $200000 to $250000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Sr. Advisory Sales Consultant - Executive Director | UBS - Experienced professionals - job boards