Financial planning team at UBS Financial Services in Raleigh, NC is looking to hire a CFP® Certificant or Candidate.  The team focus is on financial education seminars and wealth management for affluent families.  Current team consists of a Financial Advisor (also a CFP® Certificant), an Investment Advisor and a client service associate.  Financial Advisor experience and industry license is a plus, but not necessary.  New team member responsibilities will be processing financial plans, analyzing data on mutual funds and other investments, preparing quarterly investment review materials and assisting in financial education workshops and seminars.   Potential to become Financial Advisor trainee with team.  Must be a self starter, industrious and have the following qualifications:

CFP® Certification or be a candidate for certification
4 year college degree
Excellent communication skills
Ability or desire to present and teach financial planning topics (public speaking)
Excellent existing computer skills and aptitude for new programs
Starting salary is $35,000 - $40,000 with option for commission sharing once licensed and registered as a Financial Advisor. 

Please call Georgia Hanford for more information at 919-785-2543 or email resume and information to georgia.hanford@ubs.com.