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UBS Financial Services Advisory Consultant in San Francisco, California

Advisory Consultant

United States - California


Global Wealth Management

Job Reference #:



San Francisco

Job Type:

Full Time

Your role:

You can:

  • Develop a fluency in all Advisory products/platforms and products offered at UBS. Be able to effectively articulate our overall UBS Advisory value proposition

  • Develop and present advisory sales content via conference calls and in person sales meetings

  • Spend 3-4 days per week in branches presenting at sales meetings and holding one-on-one consultations with FA's addressing advisory education, practice management and product implementation

  • Provide general guidance and analysis around the investment consulting process (client profiling, asset allocation/portfolio construction, implementation, and client review) and to effectively integrate the Advisory product offering

  • Advise FAs on practice management – how to effectively run an advisory business and navigate platform migration/logistics.

  • Build rapport with FAs in your assigned coverage region and proactively address needs by providing meaningful insights and suggestions on a FAs book of business or client relationships

  • Integrate knowledge of products and services from other business groups to identify cross selling opportunities

Your team:

The Advisory Consultants are dedicated to providing expertise to Financial Advisors (FAs) around UBS advisory platforms, product implementation and portfolio construction. Consultants will strategize with FAs on how to best utilize UBS intellectual capital, offerings and capabilities with the goal of driving increased advisory AUM and revenue. 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 business, educate and train Advisors and meet with client's to represent the firm's advisory platform and engage portfolio and asset allocation discussions.

Your expertise:

You have:

  • Series 7 and 66 licenses (required within 60 days of hire)

  • 7-10+ 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

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us:

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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.

Your Career Comeback:

We are open to applications from career returners. Find out more about our program on at .