Financial Advisor Training Manager, UBS Wealth Advice Center bei UBS Group AG
UBS Group AG · Charlotte, Vereinigte Staaten Von Amerika · Hybrid
- Professional
- Optionales Büro in Charlotte
Your role
• 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
Detailed salary information:
• New Jersey, North Carolina: the salary range for this role is $70000 to $93000.
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.
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Join us
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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Your team
At the WAC, we combine our digital tools with highly trained financial advisors to offer an industry-leading hybrid digital advice model. Founded in 2007, the WAC has developed into a national platform that delivers advice to 200k+ clients, with over $20B in AUM.
The WAC is committed to building a culture centered on equity and inclusion by deliberately cultivating a diverse team. By creating an inclusive and diverse environment, we more effectively represent, understand, and provide for our clients. At the WAC, we emphasize education and expertise, this is why many of our FAs hold or are pursuing the CFP ® designation. We are a dedicated team of 300+ professionals determined to help investors face the future with confidence.
Your expertise
• SIE, Series 7, 66 licensed (required)
• Series 9/10 (preferred)
• ideally 2+ years' experience in financial services, coaching and developing others around you (preferred)
• 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
About us
We have a presence in all major financial centers in more than 50 countries.