Financial Advisor

UBS Financial Advisor – San Diego, CA

UBS Financial Services Inc. is seeking an Financial Advisor in San Diego, CA.

Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering enhanced change capabilities across a range of business functions?

We’re looking for an Financial Advisor to:

• Analyze and interpret portfolio performance reports, in conjunction with wealth management research and external parties, to make recommendations for change to clients' portfolios and advising clients about risks, advantages and disadvantages. Collect and analyze information regarding client and prospective client income, assets, investments, debts, objectives and tolerance for risk.
• Provide comprehensive wealth management for high net-worth international investors in Mexico. Consult with clients to understand individual needs and develop tailored financial strategies to meet those needs.
• Study and evaluate global financial and economic factors and financial accounting reports to measure and track business and financial performance.
• Create an annual business plan with clear goals, objectives, strategies, and tactics and work with sophisticated offshore investors to develop comprehensive investment strategies and programs focusing on specific financial, business and product factors.
• Can work hybrid (In-office/remote).

Education & Experience Requirement

• This position requires a Bachelor's degree or foreign equivalent in Finance, or related field of study plus six (6) years of experience in the job offered or as a Private Banker, Office Manager or related occupation.

Position requires experience with the following:

• (1) working with multiple foreign currencies and transactions; (2) controlling customized investment portfolios and financial strategies; (3) developing tailored financial strategies to meet individual client needs; (4) analyzing and interpreting portfolio performance reports; (5) working with external parties to make recommendations for change to clients' portfolios; (6) advising clients about portfolio risks, advantages, and disadvantages; (7) creating annual business plans; (8) utilizing book segment tool to segment client base by tier level; (9) regulatory compliance; (10) preparing and presenting verbal and written communications, reports, and presentations to international clients.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

The indicative gross base salary range as a full-time equivalent role: United States-California-San Diego min USD 175000- max USD 185000/annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.