at UBS
Bulge Bracket Investment BanksPosted 7 days ago
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**Director, Wealth Management - Annuities & Insurance** drives client financial security by assessing needs, recommending annuity services, and retaining assets. Key responsibilities involve relationship-building, solution-presenting using financial planning tools, and adhering to compliance procedures. Requires Proven wealth management experience, strong advisory skills, and industry knowledge. Must collaborate with internal teams and external carriers for tailored solutions. Career progression with strong earning potential in a growing business.
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Full Job Description
| Are you passionate about helping clients plan for long-term financial security? Are you interested in assessing individual financial goals, risk tolerance, and retirement needs to recommend appropriate annuity services, solutions, or exchanges? We are looking for someone like you who can: build and deepen relationships by providing exceptional wealth management services and solutions helping retain assets and drive various business initiatives that are in line with the WACs growth plan continue a successful career in a growing wealth management business with strong earning potential and career advancement accept referrals from other lines of business, owning all appointments and outreaches assigned in an effort to deliver financial advice, guidance and a white glove experience use our financial planning tools to gain a full understanding of our clients situation and present all appropriate solutions understand and adhere to compliance and operational procedures and requirements develop professionally through ongoing wealth management training led by a team of experienced professionals, internal business partners across UBS, and external partnerships collaborate with internal teams as well as external carriers to address client concerns and deliver tailored solutions act as a brand ambassador, ensuring our values and vision are effectively communicated to the public manage timelines and resources effectively to deliver high-quality results promote a culture of excellence | Show more Financial Advisor- Annuity and Insurance, UBS Wealth Advice Center |
